crm search – Synap Software, LLC

PlaybookIQ increases custom contact fields

PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account. Custom contact fields allow users to capture contact information specific to their business or industry. Setting up custom fields is easy in PlaybookIQ. Under the Admin link in each account is a Custom Fields option. Simply click “edit”, input the desired fields, and save.Continue reading “PlaybookIQ increases custom contact fields”

Enhancement: Live Search

Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase. Type sm … and as you type… … smiContinue reading “Enhancement: Live Search”