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Update to InTouch

Posted on 17 February 2015

  • When in a contact record and you create a lead, you shouldn’t need to then have to search on that contact in the ‘Add lead’ box – it should be there already.
  • When you search on a lead, the search doesn’t work for the Title of the lead and it should
  • Allow searching within Advanced search to be done by pressing the enter button rather than having to click search
  • Move custom fields from the top to Contacts area
  • New Form update - the forms now show you a total of people added via each form
  • Notifications now from tasks