Updates, insights, and how-tos to help you get the most out of the Green Check platform.
Tasks & Assignments
Send Tasks to CRBs
Experience streamlined task management with Green Check's enhanced Tasks and Assignments feature. Starting soon, you can seamlessly assign manual tasks directly to your cannabis business operators. Here is a summary of the benefits:
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Expanded Collaboration: Extend your task management capabilities beyond internal teams to external stakeholders, fostering seamless collaboration.
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Unified Task Overview: Consolidate all "work" related items, including internal tasks, external tasks, and questionnaire assignments, into a single, centralized Tasks area. Eliminate the need for the Questionnaires tab and gain a comprehensive overview of all tasks.
Stay informed about the new CRB Task functionality by keeping an eye out for a special email upon release. Or get a head start by visiting our comprehensive Tasks guide below and embrace streamlined task management with Green Check.
For your CRBs
CRB Analytics Email
This week, we introduced a new feature to your CRBs that we thought you might be interested in! Now, CRB accounts will receive a weekly digest email that shows high level statistics about their point-of-sale data, such as their sales amounts, unique customers, etc., along with the change from the previous week. This helps them be more in tune with their sales information.
Release Notes
Check out release notes (here and here) for all the features and functionality we've released since we last spoke in October
How to:💡 View sales ingestion errors
Did you know you can view sales ingestion errors in one place within Green Check?
Keep a watchful eye on your cannabis business accounts' POS data and identify any potential errors or failures with Green Check's centralized sales ingestion tool:
- Access the Data tab within Green Check.
- Select Integrations.
- Use the intuitive filters at the top of the page to:
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Quickly search for specific accounts by using the search bar.
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Filter the data to display only successful or failed transactions.
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Identify all accounts integrated with a particular POS system.
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Embrace proactive monitoring with Green Check and stay informed about the health of your sales ingestion processes.
More buzz 🐝 from Green Check
Let's talk "ownership" in Green Check
As a reminder, here is a list of our top three requested items in the ideas portal:
"Update company profile details on behalf of the CRB" is currently in development and will be releasing in the upcoming weeks. However, we would like to speak to you about assigning "owners" within Green Check and what that means to you. We're currently in R&D and your insight will help us shape this feature further. Please schedule time with a product manager below (before 12/23/2023).
You are the reason we're here!
As we head into the holiday season, we want to express our sincere gratitude to each and every one of our valued clients. Your support and feedback have been instrumental in shaping our products.
As we gear up for 2024, we invite you to share what matters most to you. Your insights are invaluable in guiding our future developments. Please feel free to utilize our feature request portal to let us know how we can continue to enhance your experience. Looking forward to a collaborative year ahead!