PointClickCare CRM

Dec 27, 2017

New, easier to navigate UI
Users can:
-view documents that were attached to the lead record
-create and save insurance information
-create a contact as a lead
-add multiple accounts to a lead
-create Tour as a new activity type
Lost to competitor documentation
Added referred by info to lead
Integrated Address Search and Map Display
Activity Calendar Look
Lead List Filter by Facility
Quick Add Menu
Mandatory Activities
Ability to:
-assign Activity to another user
-mark “Do Not Contact Resident”