- Introduction
- Video
- Alerts & Directory
- News, Issues, & Actions
- Reports
- Notes & Resources
- Additional Improvements
Introduction
Over the course of the past year, we've been eagerly seeking feedback from you, our clients, on ways to improve your day to day experience in FiscalNote. Watch the video and read below to learn how the Primary Navigation Bar has changed to make you more efficient.
Video
Alerts & Directory
Enjoy direct access to the specific Alerts and Contacts that matter to you. Both tabs in the navigation bar are equipped with a drop-down menu containing links to alerts for the data sets you’re monitoring in FiscalNote, such as State Regulations or U.S. Bills. For example:
Furthermore, Custom Contacts and Organizations have been added under the Directory, putting access to all of your stakeholders in one location:
**Click here to learn more about using Discovery Alerts to uncover new policy documents
**Click here to learn more about using the Directory to browse stakeholder contacts
News, Issues, & Actions
Social Media Monitoring is accessible under News, where you can browse Twitter updates from U.S. legislators, U.S. governors and state executives, and the president of the United States:
**Click here to learn more about Social Media Monitoring
Issues and Actions are still accessible from the navigation menu, offering access to the work that you've logged, curated, and customized within FiscalNote, with just 1 click.
**Click here to learn more about Issues Management
**Click here to learn more about using Actions to document and track stakeholder engagement
Reports
The Reports menu language has been updated to reflect recent FiscalNote reporting enhancements. For example, if you prefer to use the more legacy version of policy Reports and Exports, that is exactly what it's now called -- Legacy:
To leverage more recent FiscalNote enhancements, such as Embeddable Policy Reports or Scheduled Reports, create Reports from the All Reports screen:
**Click here to learn more about Enhanced Policy Reports (from All Reports)
**Click here to learn more about Embeddable Policy Reports (from All Reports)
**Click here to learn more about Scheduled Policy Reports (from All Reports)
Notes & Resources
The team is proud to deliver on one of the top pieces of feedback received: the need to consolidate additional resources into one, easy to find location. Access your Notes, Files & Links previously stored in the Drive, Mailing Lists, and Calendar Resources including a Map and Session Dates, all under Notes & Resources:
Additional Improvements
We also understand that not all work stations are the same. We've improved the responsiveness of the navigation bar so that regardless of your monitor, you can still enjoy FiscalNote as it was meant to be. On smaller or minimized screens, the navigation bar will shrink into a collapsible vertical menu:
Comments
0 comments
Please sign in to leave a comment.