Updates, insights, and how-tos to help you get the most out of the Green Check platform.
What's new
Account Monitoring Insights
Exciting news! We've added two brand new Insight types to Monitoring reviews:
- Customer Activity - Purchase Size: Average purchase size is x% more/less than the average purchase size for the trailing 12 periods
- Sales Growth Rate: Total sales increased/decreased by x% more/less than the average growth rate for the trailing 12 periods
Insights are designed to give you a plain English summary of your review data and highlight specific data points compared to the thresholds you've set. Stay ahead of the game by keeping a close eye on your accounts and their customers' purchasing habits with this powerful new tool.
As a reminder, set global thresholds for ALL Insights within Settings > Insights.
Need an Insights refresher course? Click here.
Tasks & Assignments
Earlier this month, we released Tasks & Assignments, starting with manual tasks (see more below on creating manual tasks). Next up: we will be releasing a feature that allows you to create tasks from comments! Stay tuned!
Learn more about tracking tasks!
Release Notes
- Check out release notes (located here) for all the features and functionality we've released since we last spoke in March.
How to:💡 Create a manual task
With the manual task release hot off the presses, several clients have already started creating and tracking manual tasks to help facilitate their cannabis banking program!
Here's a few of our favorite examples: "Schedule a virtual site visit", "Ensure the account uploaded 3 missing documents", "Check status of updated insurance policy" and "Send out 4/20 email campaign to all accounts."
Not only are tasks simple to create, but they help you keep tabs on the "work" that different individuals and departments are responsible for. Here's how to do it:
- Go to Tasks.
- Click the Create Task button.
- Fill out the details. It's important to understand the fields and how to use them!
- The individual user or group will receive a message letting them know they have a task to complete!
More buzz 🐝 from Green Check
DBA ("Doing Business As") Tracking
To ensure that Green Check is the source for all account-related details, we added a "DBA" field to the application process to track other names the cannabis-related business might operate under. Go to Accounts > General to find the DBA field.
*Note: Only your cannabis businesses can fill out this field. They will be asked to collect it within their Company Profile and during the application process moving forward.
FYI: Upcoming switch to our MFA Provider in May
We are upgrading the service provider used for Multi-Factor Authentication (MFA) in mid-May. Auth0 (powered by Okta) is the new provider we have partnered with for securely authenticating into Green Check. As the cutover date gets closer, we will be in touch to prepare you with next steps. You'll simply be prompted to re-authenticate via the method of your choosing (either through an authentication app or SMS text).
Not using MFA yet? Click here for more information