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.
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Zoey Updates
Mandatory Changes to Stripe Authentication by October 1, 2024.
Beginning October 1, 2024, Stripe requires oAuth to be used to authenticate instead of the current keys that are being