Organizing your PDF’s is easier than ever now, as we have added the person’s contact name as part of the file name! The new file names will be prefixed with the contact name like this john_doe_contact_credit_app_20160203123456789.pdf
Now it is easier than ever to view a contact’s Credit App, Trade In Form, or Employment Application just by clicking on the file icon on the far right in your Contact Inbox.
Need help adding a new Follow-Up Type for your contacts? Click Contacts > Follow-Up Types and Add. You can also delete any Follow-Up types that you no longer use.