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PERQ CRM Updates

PERQ CRM Updates

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

Maria Rummel avatar L
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
L
Written by Lauren Spears
Updated over a week ago

Default Sort Order: Contacts within the CRM

Contact order default settings within the CRM
Maria Rummel avatar
Written by Maria Rummel
Updated over a week ago

Report Naming Updates

Updates to report naming within the PERQ CRM
L
Written by Lauren Spears
Updated over a week ago

CRM Main Menu Changes

This article reviews main menu changes within the PERQ CRM
L
Written by Lauren Spears
Updated over a week ago
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