WEBINAR RECORDING: New Feature Review - What's New in Claritysoft 2022

We've added a great deal of new functionality to Claritysoft CRM recently. This webinar recording will help keep you up to speed, exploring and demonstrating the latest and greatest tools in the Claritysoft arsenal, as well as methods for leveraging them to their fullest extent. 00:04 Intro and Agenda 03:05 Interface Updates 06:39 Modern Authentication for Gmail 07:50 Record Sharing 09:00 Workflow Automation 13:15 Accessing Release notes in the Knowledge Base 13:53 Site Visits 15:00 Duplicate Search 16:30 Email Validation 17:36 Engage Tab 18:00 Email Tab Enhancement 19:08 Texting 20:55 Add Activities to Custom Modules 21:08 Board View for the Projects Module 24:00 Managing Tabs in a Money Modules 24:35 Workflow Automation 27:25 Creating Boards for Board View 32:20 Roles Tab 35:14 Data Export 36:00 Global Fields 37:45 Field Management and Segregation Tabs 40:31 Creating Views 43:09 Personalizing the System 46:02 Customizing Subtabs 47:48 Site Field 49:28 Sending Quotations 51:51 Designing Quote Templates 53:05 Upcoming Changes and Considerations