Welcome to the latest updates and improvements to the RPAG platform! Our goal is to provide you with the essential tools and support you need to grow your business. Our dedicated team is always working to enhance the platform and keep you up-to-date with the latest features and technological advancements. We are excited to share the following changes and improvements, which are designed to streamline processes, offer more flexibility, and provide a more polished and professional experience for users. Please see below for detailed notes on each update.
Improved Features
- To-Dos
- Task assignments are now more efficient since inactive and terminated accounts are no longer included in the "assigned to" selection.
- WellCents
- We have removed the visibility of the Scorecard shortcut for WellCents Consultants to simplify the interface.
- Company admin
- The Custom Scorecard service is now hidden for company admins, ensuring a cleaner dashboard.
- Quarterly Report
- Company themes are now retained when generating quarterly reports, preserving brand consistency and design.
- My Documents
- Special characters are now supported in the Keywords text box for more flexible file categorization.
- Manage Templates
- Style Box Short/Standard defaults to the Blended Score, providing more accurate data representation.
- FIR
- We've enhanced the Plan Dashboard-Summary module, ensuring accurate reporting.
- Provider Analysis
- The "Add Provider Fund" feature now allows providers to add special funds to bidding requests, improving customization options.
- Advisor IQ
- The Historical Data report pulls enhanced data, ensuring accurate and reliable insights for users.
________________________________________
Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
Not an RPAG Member?
