This week, we added edit and delete functionality to Custom Filing Plans in Client Planner, and improved several IP Forecaster workflows and screens that were a pain to use.
Let’s check it out!
IP Forecaster: Improved Save and Duplicate Workflow
Before this release, when you would save or duplicate a forecast, you would be taken to the list view – which was a hassle. Now, when you save or duplicate, we take you to the edit screen for your current or duplicated forecast. Much more efficient!
Client Planner: Edit and Delete Custom Filing Plans
We added the ability to create new filing plans last week, this week we give you the ability to edit and delete custom plans. Simply hover over the pill you want to modify and you can click on the pencil to edit or trashcan to delete. The controls automatically hide when not in use.
IP Forecaster: Improved Messaging For Translation Cost Sharing
With this release, when sharing translation costs, we make it easier to know which countries are sharing translation costs, and which associate is providing the translation.