We’re excited to announce the latest updates to Sydnee Client Portals designed to give you even more control and efficiency in managing your projects and accounts.
Whether you’re working solo or managing a team, these new features will help streamline your workflow, boost productivity, and make managing client portals even easier.
Add Subtasks to Tasks for Better Task Management
One of the most requested features is here! You can now create subtasks within tasks, allowing you to break down complex projects into smaller, manageable steps.
Whether you need to delegate parts of a task to your team members or simply want to track individual components, this new feature adds flexibility and clarity to your workflow.
Each subtask can be managed independently, so you can stay on top of every detail without losing sight of the bigger picture.
Enhanced Account Page for Admins: Search, Sort, and Filter
The admin account page just got a major upgrade, giving you more control and insight into your client accounts. We’ve added powerful new tools that will help you find what you need faster and manage your clients more effectively.
Search for Account Names
Searching for specific accounts is now a breeze with our new search functionality. Simply type in the account name, and you’ll get instant results, saving time when managing multiple client portals.
Sort Your Accounts
Easily organize your accounts based on what matters most to you. With our new sorting options, you can now sort accounts by:
- Account Name for quick alphabetical access
- Number of Files Stored to see which clients have the most content
- Active Services to prioritize your focus
- Open Tasks to stay on top of client work
Plus, sorting is fully customizable with both ascending and descending options, giving you the flexibility to arrange your data however you see fit.
Advanced Filtering Options
Our powerful filtering tools allow you to tailor your view of client accounts based on specific criteria. You can now filter accounts to display:
- Accounts with Active Services or those without
- Overdue Tasks to ensure no deadlines slip through the cracks
- Open Tasks, so you can focus on projects that still need work
- Accounts with Files or no files to manage content-heavy clients
- Accounts with Specific Team Members to easily see who is involved with which client
These updates are designed to help you manage your client accounts in a more personalized, efficient way, ensuring you can quickly find and organize the information that’s most relevant to your business.
Why These Updates Matter
At Sydnee, we’re committed to making client portal management simpler and more effective for your business. These new features not only enhance usability but also give you more granular control over your projects and client relationships. With better task management and customizable account sorting and filtering, you can stay organized, save time, and focus on what matters—delivering excellent service to your clients.
Start Exploring the New Features Today Log in to your Sydnee Client Portal and experience these new tools firsthand. Whether you’re managing client work, tracking tasks, or overseeing your team, these updates are here to make your work life easier and more efficient.
Stay tuned for more exciting updates coming soon!
