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Feature Update :: Team Members & Associated Contacts

April 4, 2024

We are excited to announce that (finally) each Team Member (standard users & managed agents) has an associated contact record! Now you only have to update their information in one place.

Along with this update is the ability to view & edit Contact Notes within a Transaction – making it convenient to store agent preferences, usernames/passwords, etc.

Check out the video below for a short demo…