July 8

Update #14 – Quicker Access to Contact Tags, Sales Taxes, Sorting Custom Fields


I think everyone will love this update. 🙂

I have now added a new panel in the contact page which displays all the contact tags by both tag category and tag name. So simple, but it saves you a few clicks to get access to needed info.

You will still need to access the Open > Tags menu to add or remove tags, which has also been updated. You will now see a new column showing the tag category, and when you apply tags, you will see all tags are sorted by tag category and then tag name – making it a whole lot easier to find your tags.

I have also added the ability to apply sales taxes to standard contracts, and give you the option of sorting your custom fields on the contact page as well. To learn more about these new features, watch the videos in the Training Library.


You may also like

Leave a Reply
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}