crmND News – Enhancement Update

 In an effort to streamline Visit Contact Reports, we’ve made a few enhancements.

Deleted Fields

  • Interests
  • Objective
  • Location
  • Ideas to Enhance Engagement

 

Renamed Fields

  • Outcome – Significant Visit Details
  • Goals/Next Steps – Actions/Next Steps

 

Repurposed Fields

Data stored in the Objective field will be combined with the “Significant Visit Details” and Ideas to Enhance Engagement will move to “Actions/Next Steps”.

Effective Date – Monday, May 7, 2018

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