Classic view CRM+ vs New CRM+ Functions Comparison. Please see the details
Smart fill date fields. In the classic version, when entering a date, you can enter “6/18” in (U.S. formatted) date fields, then hit the tab key and it will auto fill “6/18/2020”. The new version does not auto fill the date. If you don’t type the date with the full year included, it will not acce...
STATUS DETAILS
New
As a CRM user, I would like the "Recent" tab located in the navigation bar to indicate the type of record
Hello there, In the new version of CRM+, could the records under the "Recent" tab within the navigation panel give some indication of what type of record they are? (Property, transaction, company, etc.) For example, records showing up in the "Recent" tab are a property and a transaction, but t...
STATUS DETAILS
Declined