by INTEG Team | May 7, 2025
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads from the Documents area. Why does it matter?...
by INTEG Team | May 7, 2025
What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on the invoice created post acceptance. Choose between Percentage-based or Fixed-amount schedules. Configure First Payment...
by INTEG Team | Apr 2, 2025
We’ve introduced new improvements to the ‘Add Guests’ experience, giving you more control over how guests are handled during appointment bookings. What’s New? Payment Calculation Based on Attendee Count You can now configure calendars to automatically...
by INTEG Team | Apr 2, 2025
We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek, scalable design that brings a more efficient experience across the platform. What’s New? Appointment Modal Now Opens in a Side Drawer The appointment modal...
by INTEG Team | Apr 1, 2025
You can increase the consistency and productivity of your calling agents by providing them with an easy-to-follow Call Script right within the web dialer. How to create a Call Script? Navigate to Settings > Phone Numbers > Advanced Settings > Call Scripts Only Agency...