New Options to ID Contact Source
Two new selections are available in the Source drop down menu: Referral and Social Media
Posts Tagged: Contacts
Select Default Report for Email!
By popular demand! Users can now select a default report for emails that are sent manually from the system. This new option eliminates the additional step of having to select… Read more »
Quickly Create a New Contact Record
To improve productivity, when entering an e-mail address not associated with a Contact, it will display with a green “plus” icon, selecting this icon allows users to quickly add basic… Read more »
Contacts: Notification Expiration in Grid
For faster access to important information we are adding a “Notification End Date” field to the Contract grid. This will make it far easier to monitor and see when an… Read more »
