Recent Paua Updates and Enhancements¶
- Enquiries now include a record of the user who recorded the enqiry. You can also search Enquiries by user etc.
- There is a new Dashboard on the main menu that shows New Clients, Exited Clients, Number of Contacts etc. for each month over the last year.
- New field on the Interested Party tab to record Onward Referrer
- Ability to search for clients with contacts before or after a specific date
- New button on All Engagaments tab. The New Engagement for this Person button will create a new client record for the current person in focus.
- New optional field Travel Kilometres on Client Contacts. (Note that the new field has not been retrospectively added to all Contact reports but is available in User Defined Reports )
- It is now possible to search for clients by street address.
- Admin Time is now available as an optional field on the contacts page. This field will be reported on in the Time Spent reports.
- Paua will no longer send ontacts from before client activation to PRIMHD