Category: Toolbar Options

May 16, 2018 HowTo by

TIP: Add or Update Extra Values in Bulk

Extra Values are just what they say they are – something ‘extra’ that adds ‘value’. TouchPoint displays these on people records and on organizations. But ...
July 18, 2016 Admin Feature by

Custom Reports: Spouse Info

Custom Reports can now contain a spouse's name, cell #, and email address.