5.0 Portal Updates (for 4.0 owners)
This update focuses on the formula heavy documents, so unlike previous updates, you will not have to overhaul your Portal. In addition to the Guest Tracker (provided at no cost via email on 6/21/23 to all current Portal owners), we've also updated the following documents to be less clunky, faster, easier and more straightforward:
Planning Checklist
Budget Tracker
Planner's Workflow
Business Metrics and Lead Trackers
In short, we've "fool proofed" it. 90% of our support requests were due to user error, and we've not seen issues in Beta over the last few months with real couples using these new tools.
This update focuses on the formula heavy documents, so unlike previous updates, you will not have to overhaul your Portal. In addition to the Guest Tracker (provided at no cost via email on 6/21/23 to all current Portal owners), we've also updated the following documents to be less clunky, faster, easier and more straightforward:
Planning Checklist
Budget Tracker
Planner's Workflow
Business Metrics and Lead Trackers
In short, we've "fool proofed" it. 90% of our support requests were due to user error, and we've not seen issues in Beta over the last few months with real couples using these new tools.
This update focuses on the formula heavy documents, so unlike previous updates, you will not have to overhaul your Portal. In addition to the Guest Tracker (provided at no cost via email on 6/21/23 to all current Portal owners), we've also updated the following documents to be less clunky, faster, easier and more straightforward:
Planning Checklist
Budget Tracker
Planner's Workflow
Business Metrics and Lead Trackers
In short, we've "fool proofed" it. 90% of our support requests were due to user error, and we've not seen issues in Beta over the last few months with real couples using these new tools.