CRM
- CRM – Delete customs fields
- CRM – Create custom fields
- CRM – Add a new template
- CRM – Updating the general settings
- CRM – Verify a person (Trust ID)
- CRM – Add referral via employee details
- CRM – Update email and SMS communication consent
- CRM – View/Edit a person’s missing details
- CRM – People export CSV
- CRM – Update a person's status
- CRM – Delete a person's details
- CRM – Edit a person's details
- CRM – Edit a task
- CRM – Create a task
- CRM – Change the status of organisations
- CRM – Edit organisation details
- CRM Dashboard – Show/Hide Completed Tasks
- CRM – Create a person
- CRM – Organisations Exports CSV
- CRM – Create an Organisation
- CRM Dashboard – Quick add (Task)
- CRM Dashboard – Quick add (Person)
- CRM Dashboard – Quick add (Organisation)
- CRM Dashboard – Add Person Button
- CRM Dashboard – Access Favourite Links
- CRM – Add a page to the favourites shortcut
- CRM Dashboard – Help guide walkthrough
- CRM Dashboard – Activate Outlook
- CRM Dashboard – Activate Gmail