Release Date: 8/31/2023 New Features and Enhancements Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record. Record fields that are required are now labeled with * to ...
Release Date: 12/12/2023 New Features and Enhancements SSN/TIN is no longer a required field when adding an Additional Participant to a Record. When opening an Action, Opportunity, Asset, or Insurance from their respective workspaces, new Previous ...