We've streamlined the top navigation bar by reducing the views to List view and Tile view—the two views used by more than 95% of you. Whichever option you select will be set as your default.
You'll also notice grouped clients in the List view now sort in the same way individual clients do: alphabetically if sorted by client or by metric for plans that have access to performance metrics in this view.
Additionally, metrics for grouped clients are now presented as an aggregated total or average, depending on the metric. This better supports reporting for agencies with franchise and location-based clients. You can review the metrics per client by clicking on the grouped clients.
We previously hit "publish" a little early on this release—consider this the polished-up, ready-for-the-spotlight version!
Click
here
for more details on how to customize your home page and get more from your client views.