Tag Archives: general note field

We’re Launching 2 New Enhancements to Referral Maker CRM!

Referral Maker CRM Enhancements

You asked for enhancements for Referral Maker® CRM, so we put our best team on the job!

Our development team has been working hard to make Referral Maker even better. We’re excited to launch these two new great features, designed to make running your business even easier:

The new Print Expenses feature

The new Print Expenses feature

One-Stop-Shop for Your Annual Expenses!
We’re helping you stay on top of your finances, just in time for tax season. Referral Maker now allows you to print your annual expenses. You can also download that same yearly data into a CSV file and open it in a program like Microsoft Excel.

Our all-new general notes feature

Our all-new general notes feature

Take Notes Now; File Later
Want to make a general note about your clients, but don’t have the time to hunt for the right field to write it? We’ve added a new field to the main contact profile page, so you now have a space to save a general note about your contact. Jot down any information about your clients quickly and easily, and put it in the correct field later on when you have more time.

We’re all about making working by referral even easier! Stay tuned for more enhancements in the future!