Contact Database Update

By Norada Engineering

Is your team using Solve360's powerful CRM / Contact Database Manager? If so, you'll notice some exciting changes have been implemented:

1. Shared contact activities are now easier to maintain
2. Contact email history and Account activity rollup shows up much faster
3. Linking different types of data together and sharing it with groups of users has been automated
4. Many dropdown list options automatically change based on context, making data entry simpler

The improvements are primarily within Accounts, Contacts, Calendar and Tasks. An explanation of how data can be shared, linked and categorized is available here.

Post a comment Permalink