Tuesday, February 11, 2014

Manage companies in the OMS

You can now access a company section in the OMS under Contacts / View Companies.

Here you can capture companies like bond originators, attorneys and suppliers for your office. You can manage your own list of companies, share with the office or your group of offices depending on your OMS access level. This allows groups to for instance set up a list of shared attorney contacts that everyone can access and use.

Companies (including banks, attorneys, bond originators and external agencies) will be used in the new sales tracking functionality.

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