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This guide has been reviewed against our global client base and classed as relevant to all regions |
As part of the new user interface (UI) project, the company screen has been redesigned to bring it in line with previously redesigned screens
All existing functionality exists but with a refreshed look and feel with enhanced usability features
Image RemovedImage AddedInformation 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 - 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
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Excerpt |
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Overview of the changes made to the company screen as part of the new user interface project |