We’ve recently rolled out a refresh to the Practice Ignition user interface. This update comes with a improvements that will give us a solid foundation for some exciting things to come in 2017.
We’ve moved the following sections to provide a better, more logical experience:
Services has moved into Library
Templates has moved from Settings into Library
Apps now has its own top level menu item
Settings has been restructured into a more logical grouping
Payments settings can now be found under Payments > Settings
The proposal states Sent and Queued have been renamed to Awaiting Acceptance and In Review respectively.
Improved Onboarding Flow & Checklist
We've improved the onboarding flow with a checklist coupled with walkthroughs that will help new users setup their account and start igniting their practice.
Introducing Quick Add
Users can now create Clients, Proposals, Services, and Templates from anywhere in the app using Quick Add.
Custom Brand Colour
Previously, brand color is limited to the color palette that is automatically generated from your company logo. With this update, users can now use a custom colour by entering a custom HEX color value.
New Global Search
The global search has been moved to the top of the page. Results now includes Services as well.
Template Editor Layout Improvements
The template editor had a makeover! It now has a cleaner look plus a larger area to draft and edit templates. Placeholders also moved to a dropdown menu to improve usability. An overhaul is also planned for the template editor that will boast features such as formatting support.
UI enhancements and fixes
Most section headers fixed with consistent primary actions
Fixed the display of dashboard tooltips
Revenue Settings are now displayed in a consistent sliding drawer view
Moved the Rollover feature on the proposal lists page
Only show available on and fee information for in progress and completed payments
Archive engagement letter templates instead of deleting
Added Save & Add functionality to Services and Templates
More responsive styles
Added Service CSV export
There's a bunch of things we're working hard on delivering. In no particular order we'd like to share some areas where you should expect to see some improvements:
Support for dashboard segmenting and filtering
Sales funnel dashboard widget
Better payment controls (payment method selection at a proposal level and schedule when you want to collect)
Improved library content for templates and services
Integrations with Xero HQ & Karbon
Continuing to rollout payments in new regions
Got questions? Feel free to drop us a message at email@example.com. We're more than happy to help!