The Hand Delivered ClientPoint Status feature streamlines tracking and documenting ClientPoints that have been physically delivered. This functionality eliminates the need to download PDFs and offers a way to record delivery details directly within the system, enhancing efficiency and tracking capabilities.
To mark a ClientPoint as hand delivered you no longer have to download the PDF. You can now mark a ClientPoint as hand delivered and can add an optional note such as who it was sent to, or the delivery tracking number. Hand delivered now shows in analytics with the notes.
Benefits of Marking a ClientPoint as Hand Delivered
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Ease of Documentation:
Quickly mark a ClientPoint as hand delivered without downloading or printing. -
Custom Notes:
Add optional notes, such as recipient details, delivery tracking numbers, or other relevant information. -
Enhanced Analytics:
All hand-delivered statuses, along with their notes, appear in your ClientPoint analytics for comprehensive tracking.
Here's how it works:
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Access the Print Section
- Navigate to the specific ClientPoint you've created.
Check Hand Delivered
- Within the print options, select the Hand Delivered checkbox.
Add Notes (Optional)
- Include additional details like recipient names or tracking numbers for reference
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Submit Changes
- Finalize your entry by clicking Submit to save the status and notes.
Conclusion
The Hand Delivered ClientPoint Status simplifies the tracking process for physically delivered ClientPoints. By enabling optional notes and integrating this feature with analytics, it provides a seamless way to document deliveries and enhance record-keeping. For questions or support, contact support@clientpoint.net.