Tell us how we could make the Platform more useful to you.
Completed
Insights
Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence
Completed
Own company profile accessible to all users
Easily see the company information and files in one click.
Completed
Create Client Records in Bulk using UENs
User can enter multiple UENs (Unique Entity Numbers) separated by “,” (comma) and the system will create client record per UEN with basic information provided by data.gov.sg.
Completed
Service and Request Templates
A service is what users provide to their customers. While templates are used to quickly create client requests with predefined values.
Completed
People Sub-Section in Client Records
Help to manage all contact persons linked to a specific client. Easily view, update, and organize the key individuals connected to each company account
Completed
User Account Management
Easily manage your user profile and account settings. Update personal details, change passwords, and manage access preferences.
Completed
Files Sub-Section in Client Records
A new “Files” tab will be added in each client record to centralize all uploaded documents and attachments. This makes it easier to keep every file related to the client’s engagements in one organized place.
Completed
Logs Sub-Section in Client Records
We’re adding a “Logs” tab in each client record to show a full trail of activities and updates. Track who made changes, when they happened, and keep a transparent record of every action taken.
Completed
Notes Sub-Section in Client Records
A new “Notes” area will let you store important notes, special instructions, or internal reminders about each client.
Completed
In-App Ticketing System
Manage and track client requests/job orders directly within the platform. This will improve communication between all the departments.
Completed
Tickets Sub-Section in Client Records
The “Tickets” tab will centralize all service tickets related to a client.