Release: May 26, 2019

New feature - CRM Contact Documents and User Resources
The ability to search all CRM Contact Documents and User Resources allowing you view and search all document details and expiry Statuses.

Contact Documents

You are now able to access all Documents that are saved against every individual CRM contact in one easy to use location within the Management Portal. This new feature will allow you to search easily by Billing Name, Description and Name.You are also able to filter by Expiry status making it quicker and easier to view all out of date documents, contracts, agreements and certifications to ensure all your documentation is always kept current.
 

User Resources

All User Resources saved under Qualifications or Training are also able to be accessed and reviewed in one central area within the Management Portal. This new feature will allow you to easily search by User, Description and Name. You are also able to filter by Expiry status allowing you to see that all staff have up to date Qualifications, Certificates and Training.

Another feature to help make paperwork, paperless.