Our September release is now LIVE! Here's a brief overview of what's new in TransactIQ:
Contract enhancements: Check out the new and improved Contracts! Apart from renaming “Contract” (in place of Abstract) we added custom fields for Key Dates, Concessions and Terms while making some major UI enhancements. These changes will make recording a Contract easier and more customizable than ever before. Learn more about Contract and Expirations Reminders here.
Configure Pipelines: You can now select, hide and reorder columns in your AIQ Dashboard to configure what you want to see when viewing your pipeline list (and what you show to clients!), allowing for a more customizable workspace experience.
Check out this video for more details: