New Features & Updates

January 2019 Newsletter

Client Newsletter Ready: Your January 2019 Monthly Newsletter is now available in your account (Email & Word Versions). Video: All about your monthly newsletter:

9 New Email Templates

We’ve added 9 new Email Templates. Go to Email Templates and click Add Email Template to choose one of our new designs for your next

New Email Content Designer

Fasten your seat belts! We’ve had a busy summer working on the most fun and exciting thing we have built in years! Check out our

Add Contacts to Your Home Screen

We’ve made it easy for your to add your most frequently accessed contacts to your Dashboard. Click the Dashboard Icon from the contact record and

Update a Saved Search

We’ve made it so that you may make changes to your advanced searches and update a saved search without having to rename the search and

Viewing Saved Searches

When you are in a saved search, there will now be a note at the top of the Advanced Search page identifying which saved search

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