This month we re-designed the interaction’s dialog so you now have an even better experience when you invite clients for a meeting or make meeting notes.
It is easier now to focus on the separate sections throughout the meeting with clients. You can open or close the different sections on the pop-up to add information through the meeting.
Now you can download the interaction directly from the pop-up. And as usual, decide to share with your clients with one click on the share button!
In this video, Elizabeth Binning will show you the recent upgrade to the “Interactions”:
Instant updated interaction’s drafts
— All added information is automatically saved!
All interactions are automatically saved as Drafts, that means your clients will not see anything until you share the interaction with them.
We also added an “auto-save” functionality, so every time you make a change or add some new information, it is automatically saved without the need to click the save button.
