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New Customer Onboarding (NCO)
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New Customer Onboarding (NCO)
- 1 Minute to read
- Print
- DarkLight
- PDF
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Features Added on NCO
The features added on NCO are:
Included Snapshot navigation overview.
The system now shows a concise summary of all available information from navigation within the "Snapshot" section, so that users can promptly and effortlessly acquaint themselves with the most current information.
The information added are:
- Task
- WC Code
- Markup
- Shift
- Discount
- Charge
- Contact
- Contact Information
- Address
- Service Profile
- Sales Profile
- Revenue Opportunity
- Document
- Official Document
- Custom
- Date Type
- Web Clock
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