Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Information is arranged in easy-to-view panels with extra options
    e.g. shortcut icons beside contact details to allow you to call/email your company/supplier

  • All information previously held on the legacy screen (in tabs on right) is now shown on one screen, allowing all information for the company/supplier to be viewed easily
    Legacy screen had tabs which held information on Staff, Supplier details, Contact details & Activity

  • An Activity Feed is available on the right of the screen, which automatically displays fundamental activity for the company/supplier - as seen in other screens in AgencyCloud, this also includes tasks, alerts and call reminders, as seen in other screens in AgencyCloud

  • A Journal is available (button top right) which will automatically log activity such as detail change and tasks for the company/supplier

...