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Posts from March 24th, 2017

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March
24

March 24th, 2017 by

As we continue to receive feature requests from clients for new releases to the DeltaNet 5, we wanted to make you aware of another important update to our system--CRM Tag Search.

We've provided the ability to filter CRM searches based on keywords or tags.

More and more sales associates are beginning to do more advanced segmentation of their customers based on these tags. Common uses for the tags are things such as client interests, specific property interests, etc. where it wouldn't make sense to create separate groups for each of these "tags."

Click Here to Read More...

Categories: System Update
Tags: System Updates
March
24

March 24th, 2017 by

Another update to the DeltaNet was published today that refines the Customer Requests section for the sales associates. This update improves performance, makes it easier to sort customers, and easier to filter customers by name.

Click Here to Read More...

Categories: System Update
Tags: System Updates

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