SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and enhancements to our platform.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our tools and optimize your business processes.

Keep up with everything you need to know to ensure a seamless experience

and take advantage of new functionalities as they’re released.

We’re dedicated to keeping you up-to-date and elevating your learning experience.

Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions

and visit often to see how we're continuously working to support your success.

SYSTEM UPDATES,

NEW FEATURES,

AND IMPROVED TOOLS

Stay informed with the latest updates

and enhancements to our platform.

This site covers new features, software

improvements, bug fixes, and important

announcements to help you make the most

of our tools and optimize your business processes.

Keep up with everything you need to know

to ensure a seamless experience and take

advantage of new functionalities as they’re released.

We’re dedicated to keeping you up-to-date

and elevating your learning experience.

Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions

and visit often to see how we're continuously

working to support your success.

Looking for a particular topic? Let our library find it for you.

Just type in a word, such as website or emails and it will do the searching for you.

Click on the HOME button and it will take you to the most recent updates.

Looking for a particular topic?

Let our library find it for you.

Just type in a word,

such as website or emails

and it will do the searching for you.

Click on the HOME button and it will take you to the most recent updates.

Add Notes to Appointments

Add Notes to Appointments

Add Notes to AppointmentsBy: Melodies Business Solutions
Published on: 02/11/2024

Adding extra information is always beneficial, it allows you to ensure everyone on the team is on the same page, requests are met and special instructions are respected. Appointments are one of the key places where those notes are needed, and we are happy to announce now you can add them directly! Let’s look into how they work.

system update
Workflow Notes

Workflow Notes

Workflow NotesBy: Melodies Business Solutions
Published on: 01/11/2024

Making sure everyone on your team has the information and knowledge they need is essential. To support this, we’re excited to introduce Workflow Notes, a new feature designed to improve information sharing within Workflows!

system update
View all Contact Notes For A Company

View all Contact Notes For A Company

View all Contact Notes For A CompanyBy: Melodies Business Solutions
Published on: 19/02/2024

Imagine you run a small marketing agency, and a client is associated with multiple contacts. With the Company Notes Overview, you can now access all communication history, track progress, and collaborate seamlessly on marketing strategies, ultimately improving client relationships and campaign effectiveness.

system update