Client & Trip Module 02/27/2018
We are changing the term “Lead” to “Source”. Everything related to Leads will now use the term Source. Maintaining the same concept associated to this term: “A Client that is assigned to an agent but belongs to the Agency”
Now words with apostrophes and acute accents can be saved on the “Name”, “Middle Name” and “Last name” fields.
New Look & Feel in the Service List in order to obtain better contrast for an improved reading experience.
Now it’s easier to add network members to a service or trip. With just one click you’ll be able to add Network members from the Action button located next to a client’s name on the client section of the trip.