Credo changelog

This page contains Credo product updates.

This page is updated semi-regularly as new features are pushed live and changes are made on the product.

October 11, 2019

  • Automated notifications for new invoices and payments due;
  • Ability to “lock” a project when payment is 5+ days overdue;
  • Refactoring of project creation flow;
  • Admin view to see all project deliverables due.

September 16, 2019

  • Fixed some bugs on Pro Profiles, such Pro not being able to view/edit experience across business types/verticals/models.
  • New Pro tool to generate a link to update Stripe information required for payouts;
  • Pro ability to create a new project for existing clients when no projects are active for that client.

September 9, 2019

  • New email notifications on Pro and Client side
  • Reactivated ACH payment option for Clients

August 23, 2019

  • Ability for both Pros and Clients to request project extension
  • Pros can now create a new project for an existing client on their own
  • Pro ability to extend delivery date for a deliverable as agreed upon with client
  • Admin billing UI updates
  • Clients are now notified about new invoices due
  • Fixes to Stripe pro onboarding to allow for input of required information for Stripe verification (EIN, DOB, SSN)

August 9, 2019

  • Refactored Discovery process for Clients and Pros (Woohoo!!!)
  • Pro Payout Commission field for Project Billing
  • Project Deposit page/notification updates

August 5, 2019

  • Clients can now pay their invoice via ACH
  • New billing options page for payment options

July 15 2019

  • Pros can now officially create retainer project proposals;
  • Better admin views to make better matches and follow up on projects.

July 2 2019

  • Pro ability to edit scopes and proposals – if a revision is needed before the client accepts and begins work, you can now do that!
  • Updated project admin view – Credo admins can now see more information about each project to keep things moving through the process

June 25 2019

  • Completed additional match requests refactoring to speed up the page;
  • Credo admin email notifications for scope, proposal, and deliverable creation/approval;
  • Added ability for Clients to request “Another New Match” when declining a pro (plus Credo email notification).

June 24 2019

  • Finished Pro Reporting view to see all matches and where they are in progress;
  • Moved Pro completed/declined projects to separate page (for better performance/tracking).

June 21 2019

  • Ability for Pros to schedule Strategy Calls;
  • Project proposal/payment terms acceptance;
  • Other various bug fixes and small updates;

June 14 2019

  • Extended logged in cookie duration to two weeks to reduce how often users are asked to re-authenticate;
  • Homepage updates;
  • Displaying project details to pros post acceptance of project as they work through the sales process.
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