Additional Features

What is the Customer Journey?
Our innovative digital Customer Journey feature allows you to set bespoke milestones and stages within.    For further information,  click here Alterna...
Thu, 18 Jun, 2020 at 5:05 PM
How do I use the Customer Journey?
The Customer Journey is designed to enable you to monitor progress of your milestones from your chosen starting point. This can be from any stage of the bui...
Tue, 24 Mar, 2020 at 3:14 PM
What is the Configurable Forms feature?
One of our most popular additional features; Configurable Forms enables you to digitally transform your current paper-based forms and documents.  For more ...
Tue, 24 Mar, 2020 at 3:19 PM
Using Configurable Forms
As part of this feature, we will create and add your bespoke form(s) to your account.  Step 1: To locate your form(s), please go to the ‘Forms’ tab at p...
Tue, 24 Mar, 2020 at 3:31 PM