Notes for January 4, 2018
Monarch
Activities have been enhanced to now display their own profile page! This will allow us to better enhance them in the future with multiple updates to make your life easier (stay tuned!), but we did manage to squeeze out a few updates with this change like…
- An easier way for managing contacts on your Activities so that you can select them from the Affiliated Account and Agency on the Activity instead of searching around for people to add.
- Contacts' Email and Phone numbers will display within the Activity so that you are not navigating away from the profile in order to find that basic information.
Start the new year off right by making a resolution to committing your activities to Matrix! It's going to get even better from here!