Overview
ClientPoint is committed to enhancing user experience and streamlining client interactions through continuous updates and optimizations. As part of our latest Enterprise Application upgrade, we have introduced key enhancements to the Relationship Sidebar, improving accessibility, functionality, and performance.
With this update, users can now access and manage relationships more efficiently from the Enterprise Application’s top header, initiate 1:1 chats with recipients directly from the info screen, and benefit from speed optimizations for faster sidebar loading.
This article provides a detailed breakdown of these new enhancements, their benefits, and how users can leverage them for seamless client interactions.
New Enhancements in the Relationship Sidebar
1️⃣ Relationship Sidebar Integration in the Enterprise Application Top Header
What’s New?
Users can now access the Relationship list directly from the top navigation bar in the Enterprise Application. This provides a faster and more convenient way to manage and interact with existing relationships.
How It Works:
- Locate the "Relationship" Option – A new Relationship tab is now available in the top navbar of the Enterprise Application.
-
Click to View Relationship List – When a user clicks on this tab, it will instantly open the full Relationship list associated with their account.
- Easier Navigation – Users can now manage their connections without needing to navigate through multiple sections, saving time and effort.
Key Benefits:
✔ Faster Access: View your Relationship list with a single click, eliminating unnecessary steps.
✔ Improved Usability: A centralized location for relationship management enhances workflow efficiency.
✔ Enhanced User Experience: The streamlined interface makes it easier to find and interact with key contacts.
2️⃣ Relationship Sidebar Integration on ClientPoint Recipients (Info Screen Chat Button)
What’s New?
To further enhance real-time communication, users can now initiate 1:1 chats directly from the info screen of ClientPoint recipients.
How It Works:
- Navigate to the Info Screen – Open the info screen of a ClientPoint recipient.
- Find the Chat Button – A new chat button is now available beside each recipient’s information.
- Start a Conversation Instantly – Clicking the chat button will initiate a 1:1 chat session with that recipient.
Key Benefits:
✔ Seamless Communication: Engage with recipients in real-time without switching applications.
✔ Quick Interaction: No need to search for contact details—initiate a chat directly from the info screen.
✔ Better Relationship Management: Ensure faster response times and better engagement with key stakeholders.
Conclusion: What This Update Means for You
These enhancements are designed to simplify and improve relationship management within the ClientPoint platform. With the new Relationship tab in the Enterprise Application header, users can access their contacts faster, while the info screen chat button makes real-time communication more seamless. Additionally, speed optimizations ensure a faster, more efficient experience when navigating the Relationship Sidebar.
These updates are part of our ongoing commitment to enhancing platform performance and user experience. More exciting improvements are planned in upcoming releases to further streamline workflows and optimize efficiency.
Need Assistance? If you have any questions about this update or need support, feel free to reach out to our ClientPoint support team.
📌 Stay ahead with smarter relationship management—explore these new features today!
If you need further assistance or guidance, contact our Support Team at support@clientpoint.net or refer to our detailed Knowledge Base.