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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 accept your entry. This is a small time saver when entering comps, but it adds up. -
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 there's no way to tell which one is which. Is it possible to include an icon/symbol so that we know what the record type is? Thanks for your help! Musa
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