Version 7.4 just might be the best collection of new features to date, with entirely new areas of functionality, huge improvements in the functionality you use every day, and small adjustments to make your life easier.
Here are some highlights:
- Time and Expense Tracking
Audit and project managers will love this new feature that allows you to establish a project, assign tasks, and keep track of the time and expenses associated with the work. Know immediately when tasks are overdue or your project is over budget. (Check out this short 6 minute video to show you this amazing new feature!)
- Keep the Last Published Version Available While Editing
Particularly helpful for clients utilizing policyIQ for Policy Management, you can now keep the last version available while you edit and get approvals on your updates.
- Schedule Reports to be Sent to Email
“Can we automate reports to be run and sent out on a weekly or monthly basis?” YES! You can schedule any report and have the results sent to any number of email addresses or policyIQ users.
- Update Content via Import from Excel, Allowing Offline Work
We know that sometimes you have users who need to work on something offline – or need to be able to make massive changes quickly. policyIQ has always allowed you to export your data into Microsoft Excel format, and now you can re-import that data after making your changes. Work from the airplane and update your content when you land!
- So. Much. More.
Read our Release Notes and Participate in Live Webinar Training!
There are more features and more detail provided in our policyIQ version 7.4 Release Notes. We are also offering a live webinar to review all of the new features on Thursday, February 5th at Noon ET / 9 AM PT.
Register for the webinar today! (Feel free to check out the recording of the webinar from February 5th, 2015.)
If you already know that you want to be included in the first wave of client upgrades, let us know! We do intend to upgrade all clients by the end of February.