In our last product update, we outlined some key improvements based on your feedback. Today, we’re excited to launch the first of those changes: a fully redesigned dashboard experience.
đź“Š A Smarter, More Actionable Dashboard
We’ve rebuilt the client dashboard to help you better manage your pipeline—and focus only on what’s relevant.
What’s New:
- At-a-glance overview of client statuses across the check process
- Search-based access to specific clients by name
- Click-to-filter interaction—clients only appear once you select a status or start typing
Here’s a look at the new interface:
This means less clutter and more clarity. You only see what you need, when you need it.
💡 Tip: Want to quickly locate a specific client? Start typing their name in the search bar. Prefer to view by status? Just click a step like “Pending” or “Completed” to reveal relevant clients.
🔧 What’s Still in the Works
We’re continuing to roll out improvements behind the scenes. Here’s a quick look at what’s coming next:
- Progressive rollout of real-time notifications
We’ve begun introducing notifications when clients complete checks. You may already see alerts for some check types, with full coverage coming soon. - Improved user management
We’re adding more flexibility and control around how team members interact with client data. - Downloadable PDF summaries of KYC checks
You’ll soon be able to generate clean, professional PDF exports of completed KYC records—perfect for audits, internal reviews, or record keeping. - Customisable client data retention settings
We’re introducing controls to help you manage how long client data is retained in the system, in line with your compliance policies.
🙏 Thanks for Your Feedback
This dashboard redesign is a direct result of your input—and we’re grateful. Keep the feedback coming, and we’ll keep building a platform that works the way you need it to.
đź’¬ Got thoughts? Drop us a line at support@surecert.com or reach out through our customer success team.