We have much more in development and we will be growing the tool over the next few months, such as...

• Add your own statuses to the view status dropdown
• Contact lists
• Team member contact sheet
• Team member view
• Daily and weekly email reminder notifications with 'To Do' list
• Open/Closed options for historical notes
• Assign tasks
• Supervisor options
• HRMS Lite (Human Resource Management System)

The Dashboard

• To add a new note to an existing account, just click the edit button, change the note, then click update
  • To see the history, click the company name

View History