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08/09/2020 Accounting Reconciliation Sorting

Under reconciliation, you can now sort the items by date, type, ref#, payee, and memo line. The sort will apply to both the unreconciled and reconciled tables. The menu selections to sort are located on the unreconciled (left) column.

07/26/2020 Priority Page - New page menu

Contacts Priority view has new page navigation bar and date field for better identifying new prospects from Leads. Contacts Priorit view now complements new Contacts Messages view for leads flowing in.

07/21/2020 Contacts Priority Page Enhancements

Contacts Priority page has new options including JOIN button to combine duplicate Contacts, and DELETE function to completely remove Contacts. Old DEAD button is now listed as 10% Option.

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