PERQ CRM Updates

This article outlines changes to the PERQ CRM that are taking place Wednesday, December 8th, 2021

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4 articles in this collection
Written by Maria Rummel and Lauren Spears

Main Contact Screen Field Updates

Fields within the Main Contact section have been changed within the PERQ CRM

Written by Lauren Spears
Updated this week

Default Sort Order: Contacts within the CRM

Contact order default settings within the CRM

Written by Maria Rummel
Updated this week

Report Naming Updates

Updates to report naming within the PERQ CRM

Written by Lauren Spears
Updated this week

CRM Main Menu Changes

This article reviews main menu changes within the PERQ CRM

Written by Lauren Spears
Updated this week