QwikClient 3.0 - December 1, 2020
We changed the look and feel of the entire QwikClient site to a modern, uniform, and aesthetically pleasing look. Along the way, we fixed several nagging issues and improved the usability for your clients and operations.
Account Placements Screen
Made all fields use uppercase characters regardless if caps lock is turned on
Give warning messages on fields that are required or if the wrong type of data is input
Adjust date and amount fields automatically to the correct format
Corrected issue where attachments would cause issues at the time of placement. Attachments will attach properly now.
Reporting Page
- Changed Client reports to Provided reports
- Clients can email the reports to themselves if they choose to, instead of only being able to download them.
Shared Documents
Moved this feature to a menu item as a way to encourage communication through QwikClient.
Add your company logo to QwikClient.
Logos will be sized to a max-height of 48px and max-width of 128px. The logo can be any shape or size. The image won’t be distorted, but that’s the tallest or widest it will appear on the website.
The logo must be a PNG file, have a transparent background, be less than 500K in size, and have no border.
Email Notifications
To improve customer communication and make the job of maintaining QwikClient easier, we’ve added email notifications for the following actions:
Account Comment (all emails)
- Direct Payment (payment clerk)
- Vault Attachment (all emails)
- New Business Added (entry clerk)
- New Business Deleted (entry clerk)
- New Upload File (entry clerk)
New changes since October 2020