April 30th, 2025

Improved

Tracking That Fits Your Workflow 🔄️

What's New:

  • Smarter Tracking Categories: You can now set up tracking categories based on what they’re used for - making reporting more efficient and meaningful.

  • Purpose-Driven Setup: Create and link tracking categories specifically to Projects, Contacts and/or Employees

Why It Matters:

  • Cleaner Reports: Group and filter data in ways that actually match your workflows.

  • Less Guesswork: Set up categories with clear intent - no more one-size-fits-all.

  • Flexible Insights: Get the right level of detail for each area of your business.

Need help deciding how to group your categories? Just give us a shout. 📊✨