Product Blog

See organisation’s details against a person

Written by admin on Friday, August 14th, 2009 at 10:54 am.

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.

It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:

New Contact Info

We’ve also extended this to opportunities and activities so important contact details are always on your screen.