SmartInsight now offers new features: improved financial views, search capabilities and networking functions.
We’re happy to announce several brand new SmartInsight feature updates, all designed to enhance usability and value of the product for our users. If you haven’t already, be sure to log in, check them out, and ensure that your information is updated in the system so that you don’t miss out on anything future updates.
Financial Information View — Updated!
This section has been reorganized to more closely resemble a traditional financial statement, making it more intuitive than ever for your team’s financial data input needs.
Set Your Primary Code
The ability to set your “primary code” is new within the Company Information section of SmartInsight. Set your company’s primary CSI 2014 code for maximum networking potential!
Add Your Mug Shot
Smile for the camera and post your photo in the “My Information” section of your SmartInsight dashboard and start developing a more personal connection from the very first click.
Need Subcontractors?
Highlight your trade and management capabilities and let your connections know if you subcontract work by indicating your areas of expertise in the Company Codes section.
Search & Connect — Faster Than Ever!
Our menu bar is sporting two new features in addition to the new profile picture option. First, the section formerly called Networks is now called Connections, to better indicate this feature’s functionality — the connections you’ll make within the industry. Second, easily perform simple or complex searches in our new search bar. Once your search is complete, easily add multiple connections at a time within the search results section.
We’re committed to constantly improving SmartInsight to help you grow your business. Contact us here with any questions about our new features, and give them a test drive today!
Want to see these new features in action? If you’re already a member of SmartInsight, log in today and check out the new features. Not a member yet? Click here to claim your free profile and get started today!
