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September 2020 System Updates
Every month we add new features and updates to the GreenRope system based on your feedback.
Here are all the updates and new features we added in September:
The inactivity time can be set by going to Apps > Learning, selecting a course, and entering a number value next to ‘Timeout:’.
Shared Access Updates:
Access to Contact Tools
New Shared Access Permissions for Limited Contacts
Add Contacts: This gives the user the ability to add new contacts to the group.
Edit Contacts: This gives the user the ability to edit contact data.
Add CRM: This gives the user the ability to create CRM activities, workflows, and opportunities for contacts.
Edit CRM: This gives the user the ability to edit existing CRM activities, workflows, and opportunities for contacts.
View Survey Results: Gives the user the ability to view survey results for a contact.
Order Wiki Topics
Just go to Apps > Wiki, and click ‘Order Wiki Topics’ in the upper right hand corner of your screen.
Check them out by opening a contact recording, going to the CRM/ Activities tab, and selecting ‘New Quote/Invoice’.
Send me periodic emails with news, software updates, and invitations to events.