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Author: Mike Ziethlow

insurance-crm-software-navigate-companies

There is a faster and better way to switch companies on a page or to go to a specific company in Connections. We're rolling out two modern features in our latest CRM update: a header typehead and a Companies page for more advanced searches.   What's a typeahead?   You know what this is from Google or any other search engine. You begin typing and it suggests things that...

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insurance-crm-software-addresses

A theme in our Cobalt Redesign is to condense information so that we don’t repeat information on a page. So if we are displaying the same information twice—if two or more addresses are the same in our CRM, for example—Connections will condense this information when displaying it to you.   Condensing the view To illustrate, if the Billing and Mailing Address are the same and the Shipping Address...

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