We have just redesigned contact pages, the most frequently used page in ImmiSys. The page now includes 5 tabs: un-allocated, prospect, client, archived and all. Unallocated Tab is for the contacts channelled from Client Self Registration and Lead Generation Page on your own website. If the ownership of an unallocated contact is taken by a staff member, then it automatically moves to Prospect Tab. Following that, if at least one case or enrolment is added to the prospect, then it automatically moves to Client Tab. You can move any of these contacts to Archived Tab by marking them as Archived on the Edit contact page. We believe it is a much neater and cleaner layout. To explain how it works, I have just uploaded a Youtube video. Please visit the link below to watch. Please ensure you click Subscribe before you leave our Youtub channel so that you will be notified when we upload our next tutorial video. https://www.youtube.com/watch?v=lyQRGXN338Q Thank you.
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