Customer satisfaction survey. The system allows you to create multiple surveys with multiple customer satisfaction questions. To add a new survey/question, see the following question types: Open-ended:…

The system allows the creation of payment commitments or promises, whereby a customer establishes a payment date for overdue debt on their checking account. To…

Sticky Notes allow us to pin internal comments about a specific client. Create a new note in an individual client. Note: We will enter the annotation or comment we wish to pin to a…

You can use the operators: +word: must appear -word: must not appear word*: prefix (wildcard) >word or