DirectEmployers Partner Relationship Manager (PRM) is a lifeline for federal contractors looking to manage and track their outreach efforts, so it’s essential that we keep the platform up-to-date, easy to use, and growing in functionality. With that said, our Product Development team will be hard at work over the coming months to improve usability and update the user interface to make it more efficient and easier to use. Let’s take a look at what’s new and how these updates work in your favor!
A Fresh Look for Easier Viewing
Upon logging in to PRM, you may notice that the Partners tab looks a little different (or maybe a LOT different!). While the page still provides an alphabetically ordered list of partners as it did before, the specific details of each partner are now hidden via a drop-down arrow, which can easily be clicked to view more information on an organization. This provides a cleaner look that is easier to scan and find the partner you’re looking for without being overwhelmed with information you may not need at the moment.
Streamlined Forms to Save Time
Our development team has taken it one step further to make these two functions easier to complete! When adding a new contact or communication record, you will now notice a popup dialogue box open on the screen, allowing you quick access to the forms for each action. In addition, these forms have been simplified to include fewer fields, requiring less information and less time to complete the task at hand.
When adding a new contact to an existing partner, you will notice that the tag set for this organization will automatically append. This makes it easier to filter your contacts by organization type, including veteran, minority, female, disability, and more. You may still add additional tags or remove the tag that was automatically applied, if you wish.
New Filter Options for Improved Tracking
The last update we’ll cover in this release relates to filters. Our Member Engagement team found that many users were looking to sort outreach to partners by a specific date range such as one day, 30 days, or 90 days to see which organizations had been contacted by someone within their organization in that time period. This is now an option under the filters section on the Partners page. Reversely, users can now sort partners with whom no outreach has been conducted within the specified date range. This allows you to find new organizations to initiate contact with, further expanding your outreach! Need to filter by a different time period? Custom date ranges are also an option!
We don’t know about you, but we love anything that saves us time in today’s busy work environment, and these updates are a great start! Our development team continues to implement product improvements, so stay tuned for more feature releases in the near future. Have comments you’d like to share directly with our developers? Share product feedback to have your ideas and suggestions considered for future updates!
- DE Talk Unplugged: Combatting the “She-cession” - December 2, 2021
- DEvelopments | PRM User Interface Updates & Usability Improvements - November 19, 2021
- DE Talk Unplugged: The Role of Employers in Employee Mental Health - November 10, 2021