Author: John Morgan

Here’s a rundown of the updates/changes we’ve made to the software in July 2023: Audits: State prefix added to license types in the “License Types” filter on Audits table A small tweak here, but we noticed that for our multi-state operators, it was hard to filter by license type on the Audits table because it […]

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Here’s a rundown of the updates/changes we’ve made to the software in June 2023: SOPs: “Last Revised” date automatically updates when saving an SOP template to your SOPs Users have reported that it’s not easy to locate the SOP templates they just saved in their SOPs module. We’ve now made it so that when you […]

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Here’s a rundown of the updates/changes we’ve made to the software in May 2023: Settings: We’ve added filters to the Locations tab For our MSO clients who have a lot of locations on their Simplifya accounts, we’ve added some filters to the Locations tab of your Settings module so you can filter your locations down […]

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Here’s a rundown of the updates/changes we’ve made to the software in April 2023: License Tracker: We’ve added a column for “Files” to License Tracker We’ve heard from clients who wanted a visual indicator of whether or not a license has had files uploaded to it, to more easily identify the licenses that still needed […]

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Here’s a rundown of the updates/changes we’ve made to the software in March 2023: SOP Template Library: Category filters removed from left-nav For a while now, we’ve heard from users who wanted to be able to see all SOP templates that are in package in a single view. Previously, the left-navigation in the SOP Template […]

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Here’s a rundown of the updates/changes we’ve made to the software in February 2023: License Tracker: We’ve added User Permissions to License Tracker For a while now, we’ve heard from users who wanted more control/flexibility over what their users can do in License Tracker. Because of this feedback, we’ve added a “License Tracker Permissions” feature […]

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Here’s a rundown of the updates/changes we’ve made to the software in October 2022: License Tracker: Set your reminder notification emails to fire based on Renewal Date You asked for it, we built it! Now you can choose whether your license reminder emails fire in advance of the Expiration Date or in advance of the […]

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Here’s a rundown of the updates/changes we’ve made to the software in September 2022: Dashboard: We’ve removed the “Quick Action” feature and the “Create Task” feature The usage of each feature was extremely low, so we decided to remove them from the Dashboard and top navigation in an effort to simplify things. \ License Tracker: […]

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Here’s a rundown of the updates/changes we’ve made to the software in August 2022: SOPs: “Category View” added to the SOPs module for Employee users Previously, the ability to alternate between “Table View” and “Category View” was only available to Manager and Administrator users. We’ve made this available to Employee users now, too. Dashboard: “System” […]

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