Tag: view last note

Top 22 Features For 2022
Featured Article Top 22 IRIS CRM Features For 2022

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

Your Merchant Services CRM Updates: View Last Note & Improved Date Filter Your Merchant Services CRM Updates: View Last Note & Improved Date Filter
Read MoreYour Merchant Services CRM Updates: View Last Note & Improved Date Filter

You spoke and we listened! Your Merchant Services CRM dashboard tables now have the option to show the most recent user note in a new column!   To display the latest user notes, click on the settings icon in the top right corner of your reporting table and then select the “Last Note” option:     Tip: […]

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