Client & Trip Module 02/27/2018

Client Module:

 

  • 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.

 

Trip Module

 

  • 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.

 

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