We made several CRM updates recently we wanted to make you aware of:
- The shortcut icons in the top right area of your CRM (Add, Integrations, Contact, Alerts, Help & Resources) now produce pulldown menus when you hover over them (rather than displaying popup modals upon a click).:
- Client Anniversary Reminders are now included on the Reminders tab of your Dashboard.
- My Workflow Tasks, accessible from your Dashboard, now offer you the ability to send Linked Contacts from a Workflow directly to your Search page (where you can report on or take other bulk actions with those linked contacts).