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Sept 2021 – Call Notes – Manager by Rep and Manager by Location daily emails

In addition to receiving all call notes by daily emails, new options to receive call notes daily email by Sales Rep to Manager and Location to Manager are now available.

Manager by Rep Emails

Manager by Location Emails

Features Updated:

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Sept 2021 – New Reply in Call Notes

New Replies added to Call Notes will be highlighted as follows.

Replies in Call Notes

Features Updated:

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Sept 2021 – Larger Reports with Full Window option

Customer Reports that require left to right scrolling can now be opened in a full width new window on Desktop.

Customer Reports Full Window

Features Updated:

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Sept 2021 – Reports with Negative Value

Any Negative values provided in the customer reports are now highlighted in red.

Report Negative Values

Features Updated:

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