Tailwag 2.0

Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017. Bear in mind that these are just some of the more significant updates and that you’ll find much more to make your working life easier as you dig into everyday usage in Tailwag v.2.0.​   “Today’s Overview” is now “Today” That’s right – Today’s Overview is now, simply, Today. The aim is to increase efficiencies and put your most pressing items directly in front of you upon login. Everything you’re used to seeing here will still be accessible from your tabs along the top of the page, just as Market News, Reminders and Accounts have been in the past.         Contact Overview – One look is all you need More important information about your clients and prospects than ever is now accessible directly from their Overview page. Their Timeline has been moved to a page within their record to make their Activities, Notes, Keywords, UDFs, IDs, etc., immediately available upon entering a contact record.       Notes – view what you want Notes now display in a more uniform fashion and Note Comments are hidden unless you click to view. These changes make scanning your notes easier and load times much swifter.               Calendaring made easier Bolder fonts and a revamped print Calendar make tracking your activities easier both online and off.         Roles – simplify Workflow Task assignments We recognize that every office has team members serving specific Roles...