The Billing Circle Blog.

New Manage Clients Grid

As you may have already noticed, we have created a new Manage Clients page. This new grid allows for much easier and convenient client management. Notable new features include:

• Advanced Search - New search fields. Also, search details are persistent across page visits.
• Grid Columns - Columns can be moved, resized, hidden, shown, and grouped. Move your mouse over the column header and click the triangle that appears on the right to access these features.
• Grid Account Persistence - All customizations to the grid, including column changes, paging, page size, and search parameters are saved per individual Billing Circle user account.
• Backup Client Data - The link for this has been moved into the "REPORTING" navigation area. This feature has been greatly improved. All client data, schedules, and notes will now be downloaded as a Zip file with individual CSV files for each type.

Please let us know what you think. All feedback is greatly appreciated.