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CRM Snapshots got a makeover! (April 2015)

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CRM Snapshots got a makeover! (April 2015): https://help.pm.leapevent.tech/a/324091

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Each CRM Snapshot tab looks better and offers more tips

We gave the CRM Snapshots tabs a whole new look, and we also updated the copy on all the pages to give you a better idea of what you can do with them. If you are new to PatronManager, or if it's been a while since you've visited this tab, the "What's a CRM Snapshot?" introduction will give you an overview of this powerful tool.

Each CRM Snapshot tab looks better and offers more tips

 

We also renamed some of the snapshots with clarity in mind, and added suggestions for how you can use each query.

We're making it easier to find the snapshot that you need.

Individual Snapshot pages have a new layout

When you decide on the snapshot that you want to use, you'll see that we've redesigned the snapshot pages too. There are clearer steps to walk you through setting the criteria for your snapshot, and we also give you a better idea of what to expect in your results.

Individual Snapshot pages have a new layout
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