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
What’s New in Zoey: August – October 2026
It’s been a big few months. On October 8 we released Zoey 8.0, and alongside it we’ve shipped dozens of
October 22, 2026