What’s new:

We perceive that corporations usually have a standardized framework that their purchasers adhere to, they usually require an environment friendly methodology to assign shopper data to predefined molds with designated group members in particular roles. That is why we have developed an answer that means that you can simply template roles and handle group assignments with utmost simplicity.

Why it issues:

Our revolutionary templates not solely streamline the groups and roles characteristic but additionally present an enhanced person expertise, leading to important time financial savings for corporations.
With Shopper Report Templates, you possibly can:

• • Create, edit, delete, and duplicate templates.
  • Apply a template by way of the view/handle modal on the shopper checklist, enabling you to use it on a person shopper foundation or in bulk.

The place to seek out it: 

Out there in Cover for customers with a license to the Professional tier of any product bought along with the Shopper Administration module.

Get began:

Learn to use shopper document templates with these step-by-step directions and additional clarification of this new characteristic launch.

Shopper Report Templates