Product release announcement
Improve your team's client collaboration with the ability for employees to add real-time notes to the client record to keep everyone up to date. Notes are date and user stamped and organized by most recent note. Employees can also upload documents directly into client record for reference. Drag and drop any file type into the client document storage tab where other employees can easily access. General documents and templates can also be uploaded to a company shared storage area for all staff to view and download.