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Track Records from Beginning to End with New Assign Mode

Track Records from Beginning to End with New Assign Mode

For many teams, assigning out records is essential to the daily data collection process. Whether you’re assigning a record out to someone in the field or in the office, records may pass through many hands by the end of the process and it can be difficult to visualize the big picture.   

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New Media Storage Integrations: OneDrive, SharePoint and Google Drive

New Media Storage Integrations: OneDrive, SharePoint and Google Drive

A typical day revolves around hundreds of files — notes from your team meeting are stored in Google Drive, your recent media files are saved to DropBox and that file you downloaded from a customer saved to your desktop. Sound familiar? We’re swimming in data and it adds difficulty to the equation when it’s not always possible to have control over where our data is stored.

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