Health/Retirement Overhaul
Search menus have been consolidated for simplicity. We redid both the retirement and health UI making it much easier to interpret. There is a link to download the actual pdf filing and you can view prior years with the drop down menu. Everything is so much more…usable.
*The Health Report is being rebuilt, the changes broke it. We are databasing Accountants to make it a searchable field (Q2).
Calendar Integration
Our calendar update brings your work calendar to the scheduling tool on Xdate. When you select a day, it will display all events scheduled for the day, so you don’t have to switch back and forth.
Printing
Our print offs got a much needed tune up.
UI Updates
Cleaned up the Flag and scheduling menu and added a toggle to decrease the bottom section (notes, contacts). Look for the dropdown box to the right of the note input.