The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
OMS Updates: Foundational Changes, New Features
This next round of updates to the Zoey Order Management System (OMS) include some exciting foundational changes to Payments, Invoices, and Refunds!