Contact Relationship Manager (CRM)
Contact Relationship Manager (CRM) updates improve usability and navigation by presenting clearer contact details, correcting institution template downloads, and ensuring users are redirected properly after saving institution records.
✅Clearer Contact Details
The View icon now displays contact types and related information more clearly for faster review.
✅Correct Template Name for Institution Download
Institution creation template now downloads with the correct file name, reducing confusion during setup.
✅Correct Redirect After Saving Institutions
Saving an institution now returns users to the Institutions page as expected, improving navigation flow.