Whats New in DASH
Workflows
Teams - Users can now create teams within DASH Software, and add users to a team. Teams can then be assigned tasks. A team can also be assigned as Contact Owner.
CRM
Import/Export Custom Products - Admin users are able to utilise this bulk function to easily add, amend or delete custom products in their group for use in Quest scenarios and in the CRM.
New system fields - There are new fields to capture a clients FSG and Advice Documents previously entered data. Access this within a Contact > Information tab > Advic Details page
Help & Support
Easier access to self-help guides and video tutorials via a new question mark icon in the top right corner