From HostedSuite Wiki :: Evo Technologies
Revision as of 13:49, 16 February 2012 by Cain06
- Integrated Help - Page specific help added to quickly navigate to help for the page you are viewing
- Keywords - these allow you to associate certain words/phrases with a Contact that you can then filter by from within the Console. See Managing Contacts for more info.
- Categories - you can create categories which clients can be grouped under. For example, you can create a category of client called "Virtual Client" and assign clients to that. You can then run reports for specific categories.