Posts by CrystalDocs:
Phone Number Lookup: Verification of Text-Enabled VS Landline
Posted on: 20 Oct 2022
The system now has the ability to confirm if a number entered in the ‘Cell Phone’ field of a Contact Profile is text-enabled versus identified as a land-line or not text enabled. This verification process is performed in the following instances: when a new Contact is added, when the number in the Cell Phone field […]
Archived History Notes
Posted on: 20 Oct 2022
The History tab in a Contact Profile displays a limited number of time-stamped activity notes for the Contact. Now available is an Archived list view of ALL history beyond the 100 record limit shown in the History tab. To access History beyond those 100 records, click the “View More History” link at the bottom right […]
Custom Fields
Posted on: 30 Mar 2022
Overview To capture information within a Contact Profile that is not already included in available fields, add a Custom Field. To view available information fields and add a Custom Field, click the Contact Info tab to expand the information panel. To create a Custom Field, follow these steps: To add a Custom Field, after clicking […]