Finding your clients is now easier than ever before…
Here at RAVE, we love hearing your feedback so we can tailor New Zealand’s only end-to-end construction management app to you, and your needs. We’re excited to tell you about some great new updates that we’ve been working on. Our Clients Page has been revamped with new search features and improved functionality to make finding clients easier on both desktop and mobile versions. Learn more about the Clients Page here.
Sail through your Clients Page with the new advanced search filter Whatever you’re searching is now automatically filtered so you can do away with manually selecting search categories. No need to select a first or last name – just type in Sam or Neil, and the dynamic search will do the rest! Learn more about searching for clients here.
Find specific clients within three new search categories You can now filter your searches using three additional categories: ‘Client Lead’, ‘Created Date’, and ‘Floor Size’. If you’re interested in clients based on how close you are to closing the sale with them, just select Client Lead and choose from Hot, Warm, or Cold. Easy! Learn more on how to search for clients based on:
Sort data alphabetically You can order data in columns alphabetically by clicking the arrow in the top right corner of each column. Read more here.
Refresh your search with the new ‘Refresh’ button You can now ‘Reset’ your results page with a handy button instead of refreshing your entire webpage. Read more here.
Make the most of valuable client data The new ‘Export’ option allows you to export data from your search results as a CSV file for Excel. Learn more on exporting your client search here.
Don’t forget about post-sale clients! All updates to the ‘Clients’ page apply across the ‘Closed Clients’ page too. Drop us a line! Don’t forget to let us know how you like the new features – you can email us at firstname.lastname@example.org
If you have any queries or need help, please don’t hesitate to give us a call on +64 (0)7 210 2228 (NZ) or 1-800-179-163 (Australia).