Changelog

We’re thrilled to announce the release of an exciting new feature designed with your convenience and efficiency in mind. As we continuously strive to enhance your user experience and optimize the functionality of our platform, we’ve listened to your feedback and are introducing the "Quick Create" feature!

Here’s what you need to know:

One-Click Access to Essential Functions:

No more navigating through multiple sub-menus. With the "Quick Create" button now prominently located at the top menu, you can swiftly create:

• A new category

• A new contact

• A new vehicle

• A new equipment

• A new location

• A new expiration

Seamless Transitions

When you click the "Quick Create" button, a streamlined sub-menu appears, presenting you with all the needed options. This ensures that you can quickly input new data records, minimizing interruptions to your workflow.

Enhanced Productivity

By reducing the number of clicks and simplifying the creation process, you can get more done in less time, keeping your focus on the tasks that matter most to you.

Why this Matters

From our research and direct conversations with users like yourself, we recognized that speed and efficiency are paramount. Especially in a domain where tracking expiration dates for contracts, licenses, and other critical documents is crucial, we understand the significance of every saved second. The "Quick Create" feature is a testament to our commitment to ensuring our platform remains agile, intuitive, and user-centric.

We’d love to hear your feedback on this new feature. Your insights and experiences play a pivotal role in our ongoing product development.

Thank you for choosing us as your trusted partner. We remain dedicated to continually enhancing our platform to serve your needs better.

As always, remember to submit your feature requests here: https://app.expirationreminder.net/help/feedback

We're always on the hunt to make your experience with Expiration Reminder more efficient and user-friendly. We've heard your feedback and understand the importance of quickly accessing and reviewing your essential documents without the hassle of downloading them.

Exciting News!

We're thrilled to announce the roll-out of our brand-new feature: In-App File Viewing. You can instantly view your contracts, licenses, certifications, insurances, and more directly within the Expiration Reminder! No more waiting, no more cluttering your downloads folder.

Benefits of In-App File Viewing:

1. Instant Access: Open and review your documents with a single click.

2. Save Storage: Eliminate the need to download multiple files to your device.

3. Enhanced Security: Avoid unnecessary downloads by reducing the risk of sensitive files getting into the wrong hands.

4. Universal Compatibility: Our viewer supports a wide range of file formats, ensuring you can view all your documents effortlessly.

How to Use the New Feature?

1. Navigate to any record within Expiration Reminder.

2. Click on the document name.

3. The document will open in a new window within the app. You can zoom, scroll, and navigate pages seamlessly.

Remember, this is just the beginning! Our team is consistently working to refine and enhance our offerings based on your valuable feedback.

If you have any questions, need assistance, or want to share your thoughts about the new feature, please don't hesitate to contact our support team at support@expirationreminder.net.

Thank you for being a part of our Expiration Reminder community. We're excited for you to experience this update and can't wait to bring you even more.

Today, we are thrilled to announce a feature many of you have requested: Account Ownership Transfer!

What is Account Ownership Transfer?

Whether it’s a team reshuffle, a change in management, or any other reason that necessitates a switch in account handlers, our new feature ensures a seamless transition. With Account Ownership Transfer, you can now transfer the owner of your account to another user with just a few clicks.

Key Benefits:

1. Effortless Transition: No need to manually re-enter data or set up a new account from scratch. A few clicks, and the new owner is all set.

2. Data Security: Rest assured that all your data remains confidential and secure during the transfer, maintaining its integrity.

3. Flexibility: Organizational changes are a part of growth. Our feature ensures that our system evolves with your needs.

‍ How to Use Account Ownership Transfer:

1. Navigate to the 'Settings' section on your dashboard.

2. Choose the 'Users' on the left menu.

3. Click on the Transfer Ownership button.

4. Follow the prompts to select the new account owner and initiate the transfer.

5. The user that initiated the transfer will receive a notification to confirm the process.

Need Help or Have Questions?

Our support team is here to guide you. Feel free to contact us via chat or email and check out our help article.

Your feedback has always been our north star. We genuinely thank you for helping us shape Expiration Reminder to better serve your needs. We have many more exciting updates in the pipeline, so stay tuned!

Account Ownership Transfer

We are thrilled to announce some significant improvements to Expiration Reminder, all designed with your operational efficiency in mind. Here's what you can expect with our latest update:

1. Bulk Supervisor Change Feature: You asked, and we listened! We understand that businesses evolve and supervisors change. With our new update, you can now change contact supervisors in bulk, eliminating the need to edit each contact manually. This new feature will save you enormous time and increase your productivity.

1. SCIM Integration: We are pleased to introduce System for Cross-domain Identity Management (SCIM) integration to our platform. This added feature will enable simplified user and group management, helping you automate user data synchronization across different systems. With SCIM, you can now easily manage identities on a large scale, boosting the security and interoperability of your plans. This feature is only available in the Enterprise plan.

We believe these improvements will dramatically enhance your user experience, making Expiration Reminder more robust and flexible. As always, our dedicated support team can assist you with any questions or guidance as you explore these new features.

We are thrilled to announce the release of a series of improvements to the import feature of Expiration Reminder. We appreciate the feedback from our dedicated community, and we’ve been hard at work refining our import process to help you streamline your data migration and management. These enhancements are designed to save you time, minimize errors, and make data import smoother than ever before.

Here’s what’s new:

Pre-upload Spreadsheet Validation

• No more surprises after you've uploaded your spreadsheet! You can now validate the integrity and format of your spreadsheet before actually uploading it. This will enable you to check for any inconsistencies and avoid unexpected errors.

Date Field Validation

• Have you ever faced issues with date formats during import? Fret no more! Our improved import feature will automatically validate the date fields in your spreadsheets to ensure they are in the correct format.

Easier Field Mapping

• You asked for an easier way to map fields, and we delivered! We’ve redesigned the field mapping interface to be more intuitive, making it effortless to match your spreadsheet columns with the corresponding fields in our application. This update will save you precious time and ensure your data is accurately represented.

️ On-the-Fly Error Correction

• We understand that mistakes happen. To make it easier for you to fix these, we’ve added an ability to correct any errors directly within the import interface before finalizing the import. This ensures your data is accurate and saves you from tedious post-import corrections.

These enhancements will significantly improve your experience and productivity with Expiration Reminder. Your satisfaction is our priority, and we are committed to continuous improvements based on your feedback.

We encourage you to try these new features and let us know your thoughts. Your feedback helps us shape the future of our application. If you have any questions or need assistance, our support team is always here to help.

https://help.expirationreminder.net/en/articles/7987761-importing-expiration-items-for-contacts-multiple-date-columns

We are excited to announce a significant update to Expiration Reminder, designed to empower you with greater flexibility and enhanced user experience. In line with our commitment to providing solutions that cater to your specific needs, we have introduced a new feature: Module Management.

With Module Management, you now have the ability to turn off specific modules within Expiration Reminder. This feature aims to streamline your workflow by reducing unnecessary clutter and enabling a cleaner, more simplified user interface. Here are some key benefits of this new feature:

1. Simplified Top Menu: As modules are turned off, the top menu will dynamically adapt, removing non-essential options and making navigation more intuitive.

2. Fewer Fields in Forms: You'll also notice fewer fields within various forms by deactivating non-required modules. This minimizes complexity and ensures a more focused data entry process.

We believe this feature will allow you to tailor the application interface to suit your requirements and work processes better. The decision on what modules you need and what you don't lies entirely in your hands.

To activate Module Management, simply go to your settings, select the 'Module' on the left menu and adjust as per your preferences.

As always, we are here to assist you. Should you need help or have any questions, please do not hesitate to contact our dedicated support team.

We are thrilled to unveil a significant update to Expiration Reminder that will revolutionize how you navigate and interact with its features. Say hello to our brand-new top menu, meticulously designed to provide a more compact and organized experience while exploring all the functionalities you love.

Our team has worked hard to enhance your user experience, and we believe this new top menu will make a notable difference in how you engage with our app. Here's what you can expect:

1. Streamlined Design: We have carefully crafted a sleek, modern top menu that looks visually appealing and optimizes screen real estate use. The compact design ensures a clutter-free interface, allowing you to focus on what matters most.

2. Grouped Features: We understand that ease of access is paramount, so we have reimagined our menu structure. The new top menu now organizes features into intuitive and logical groups, making locating and utilizing the tools you need effortless. Whether you're a seasoned user or new to our app, finding your way around has never been more intuitive.

3. Quick Navigation: With the updated top menu, you can swiftly move between different sections of our app. Accessing your favourite features and functionalities is just a click away, empowering you to accomplish tasks more efficiently.

We are confident that this new top menu will significantly enhance your overall experience within our app, making it even more user-friendly and efficient. We value your feedback, so please don't hesitate to share your thoughts and suggestions as we refine and improve our features.