Updates, insights, and how-tos to help you get the most out of the Green Check platform.
What's new
We're a few months into 2023, and we're focused on adding even more value to the Green Check application. Last month, we released a highly anticipated feature which allows you to self-service account denial or archiving. Now, here's a look at what else we've released and what's coming. Enjoy!
Tasks and assignments (beta!):
We are happy to announce that the beta version of Tasks & Assignments will be available in early April. We will continue to evolve this feature, but the MVP allows you to create and track manual tasks across your organization! Read this article for more details about manual tasks and look out for an announcement in the app shortly!
And soon after the initial release, you'll also be able to track the following:
- Open tasks: Shows all open work and when it was assigned
- Completed tasks: See who completed work and when
- Comment tasks: Easily create tasks from comments that require follow-up
Due Diligence Templates: Preview Functionality
Release Notes:
- Check out release notes (here and here) for all the features and functionality we've released since we last spoke in February
How to: 💡Manage upcoming questionnaire distributions
Many of you use one-time questionnaires to request information from your cannabis businesses. But did you know that you can easily add accounts to upcoming recurring questionnaire schedules from the Accounts area? This ensures that accounts completing the same questionnaire are on a predictable schedule, which makes reporting and viewing responses even simpler!
To add an individual account to an upcoming questionnaire schedule:
- Go to Accounts and choose an account.
- Go to the Questionnaires tab.
- Click the "actions" button on the far right hand side of the screen . This will open the questionnaire actions where you will choose 'Manage Upcoming.'
- Choose the existing questionnaire distributions for which you would like to add this account. This is also where you can remove this account from upcoming recurring distributions, if needed!
Learn more about managing questionnaires!
More buzz 🐝 from Green Check
It's been about two months since we launched Green Check Connect: the marketplace that connects cannabis-related businesses to the financial products and services they need, such as banking, lending, payroll, insurance, payments, and more.
Many of you are participating as vendors already, which is great! If you aren't yet, or want to learn more, please contact your account manager to see how you can gain new cannabis-related business leads who are looking for banking solutions.
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