Day: November 3, 2021

🆕 New Features: What’s Changing on Cerca as of November 1, 2021 At Cerca, our priority is to evolve the platform in step with the needs on the ground. This month, we’re introducing four new features designed to simplify the day-to-day management of your network. Make catchment area maps visible in the directory Add an “Additional Information” tab to each system group’s profile Add SMS notifications to the Events module Add the ability to archive a discussion in “Discussions and Ideas” ” Here’s an explanation of each one: 📍 Mapping: Your service areas are now visible directly in the directory. Good news: You no longer need to navigate to the “Branch Management” tab to view your service areas. With this new feature, you can now view the map directly from the location directory. How do you enable it? Go to Network Activity > Directory ➡️ Filter by location to automatically display the associated map. 📁 System Groups: an “Other Information” tab to centralize your documents You can now store files such as resumes, employment contracts, or HR documents in a new “Other Information” tab, accessible on each user profile or system group page. How do you enable it? Go to Administration > Users➡️ Click the pencil icon to edit a profile, then access the dedicated tab. 💡 This space is fully customizable: simply submit a request to our support team. 📲 Events: Notify Participants via SMS as Well In addition to email, you can now notify event participants via SMS directly from the Events module. How to enable it? Network Activity > Events➡️ When creating the event, check the boxes: “ Notify invited users via email” and “Notify invited users via SMS” 💬 Discussions & Ideas: Archive Without Deleting Since it’s important to keep a record without cluttering up your discussion threads, you can now archive your conversations in the Discussions & Ideas module. How to enable it? In Network News > Discussions & Ideas➡️ Click “Archive” on the right side of the screen➡️ To find or unarchive a discussion, click “View archived discussions” 🙌 Thank you for your feedback These new features were developed based on feedback from the Essentiel and Domicile networks, Court’ea, and KEYMEX—a big thank you to them for their contribution to the platform’s continuous improvement. You might be interested in these articles: The History of the PANO Franchise Chooses Franchise On Cloud