The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
Manage Multiple Shipments for a Single Order with Split-Quote Shipping Rates
For many B2B business, an Order is a large, complex object that can frequently get broken down into multiple shipments
February 2, 2026
