• What's New in the September 2023 Release?
• View Upcoming Activities
• What Is my Firm ID?
• What is my Version Number?
• Search for My Contacts
• Search for All Contacts
• Add a Firm Contact to My Contacts
• Create New Person Contact
• Create New Company Contact
• Add a Contact to a List or Remove a Contact from a List
• Call Contact
• Auto-Log Phone Calls as Activities
• Auto-Log Emails as Activities
• Email Contact
• Text Contact
• Locate Contact on Map
• View Contact Details
• View Contact Relationships
• View Contact Marketing & Working Lists
• View Contact Opportunities
• View Tasks
• Add Activity to Contact
• Edit or Delete Activities
• View Activity Details
• Update Preferred Activity Types
• Change Firm ID
• View Alerts
• Add a Task