VENTURES

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Companies and Contacts Can Be Edited Directly from The Entities Menu

Contacts and Companies can now be opened and edited directly from the Entities grid, giving users quicker access to view or update CRM records.

 

 

 

 

Companies Now Have Notes

Company notes can now be added the same way contact notes are added, and both company and contact notes can now be viewed from the loan.

 

 

 

Companies and Contacts Alerts Now Visible on Loan

Alerts from the company or contact level will now be shown on the loan and have the company or contact name before the alert.

 

 

New Global Document Storage View

A new Global Document Storage view has also been added. This view allows users to search for documents across their entire site. The grid allows for viewing and editing documents but not adding new documents.