Jul 2020 – Search Suggestions
Both Customers and Suppliers updated with nearest match suggestions returned by the CRM.
Mar 2020 – Call Notes Location Tracking
The location where a call note is created can now also be tracked.
Features Updated:
May 2020 – Admin Features Update
The following new Admin features released in the CRM
- Generate a full list of Employees from the CRM
- Generate a full list of Customers
- List of Customers with associated files
- List of Customers with notes
- List of Customers with associated Customer Types
- Ability to Update Customer types in a bulk upload
- Transfer Call Notes and Contacts between Customers
- Plus additional time saving features
Mar 2020 – Call Notes Location Tracking
The location where a call note is created can now also be tracked.
Features Updated:
Feb 2020 – Supplier Call Notes
Similar to Customer Call notes, ability to record Supplier Call notes is introduced.
Features Updated: