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Product Update

Changing SuccessCycles on Clients screen

ClientSuccess product update: the Clients screen now honors SuccessCycle-to-Client-Type assignments, showing only the cycles allowed for each client's type.

Changing SuccessCycles on Clients screen

A great feature of ClientSucess is how SuccesCycles can be assigned to Client Types. This helps ensure that the right cycles are being used. The Clients screen now honors this assignment, providing the appropriate list of SuccessCycles for each client.

Assigning which cycles should be available for each Type is done on the Types Settings screen, by users with full access.

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ClientSuccess

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