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Release Notes

Release Notes – MYbusinessOS – Version 15.23.01 Bug fixes Transcript > Detailed: Standards that have no grade/point value display D- Detailed Transcript: Style/Color inconsistency New ...

Release Notes

Release Notes – MYbusinessOS – Version 15.22.01 New Feature BETA Release: Email Activity Logger (For select sites only) Improvement Communication Log: Attachment filename saved in past...

Release notes

Release Notes – MYbusinessOS – Version 15.19.01 Improvement Address Book > NEW Permissions: View My Contacts only New Feature Admin Panel: Email Notification Configuration and Follow-up Remind...

Release Notes

Release Notes –  MYbusinessOS – Version 15.15.01 Improvement Engagement eWindow:  New rich-text editor to add style to your message post Engagement eWindow:  Insert multiple images in�...

The -NEW- Engagement eWindow!

Raise your Game! Our eWindow was built to provided you with the ability to communicate and engage with your clients – from anywhere.  The new the responsive re-design of the engagement eWind...

NEW Lead Communication Chart

Ensure follow-up with new leads using the New Lead Communication by Owner chart on the Sales and CRM dashboard. In this stacked bar chart, the red represents the new leads where no activity has b...

Pick the Sales Stages to View on your Dashboard

Now choose which Sales Stages to view on you Sales and CRM Dashboard.  As an Admin, go to the Admin Panel > Sales Process customization page. To hide a Sales Stage: Click Edit next to the Sales st...

Release Notes

Release Notes – RAF – MYbusinessOS – Version 15.06.02 New Feature Admin Panel: Site Culture Configuration Improvement HR: Awards & Certification Enhancements, including Date rec...

Release Notes 15.01.01

Release Notes – MYbusinessOS – Version 15.01.01 Improvement Alternate Revenue: LF Default Value True; Sales Rep selection for Person Admin Panel: Loading panel not displayed in the module ...

Release Notes 14.51.01

Release Notes – MYbusinessOS – Version 14.51.01 Bug Enrolment report: Sales Reps Initials are not displayed for some Sales Reps View Registration: Invoice Source is displayed in wrong spot...