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ClientSuccess
Product Update

Time zone and location support

ClientSuccess now shows each client's current time and location in the record header, and lets you segment clients by city, state, country, and time zone.

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.

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ClientSuccess

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