skip to Main Content

Time zone and location support

We’ve added the current time and location to the header of the client record. Now you can easily remind yourself what city clients are in and sound smart when suggesting a time for your next check-in call. You’re also able to record these details for each contact, allowing you to track individuals working remotely or in a different office. You can also segment clients by city, state/province, ZIP/postal code, country, and timezone, as these new standard fields are available on the Clients screen.

timeandlocation

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

Back To Top