Flexible Responsible Person Field on Home Tab The Home screen currently displays the person responsible for the specific stage of the scorecard.  We have now extended this field to allow searches on assigned VA, VM or TS.  To use this…

1.   Standard Management Reporting BEE Trax now has some standard management reports available to assist with the analysis of your business.  These reports can be found under the "Management" button on the Home page and includes the following: ·         Marketing…

1.   Flexible Date Field on Home Tab The Home screen currently displays the Application Sent date as one of the standard columns.  You can now select alternative fields to display by clicking on the "App Sent" column header, and selecting…

We have just rolled out the new SnapShot™ tool within BEE Trax. This new feature allows users the ability to take a virtual "SnapShot" of a client's scorecard, download it to their laptop or pc and work "offline" on verification…