1.03.2019 | Mobile CRM | New Feature

Access the CRM On The Go

The Admin CRM tab is now mobile friendly.

 

 

 Yardi Integration

Our Yardi integration allows users to export a file that includes all of the relevant payment information and relevant Yardi vendor, property, and GL codes to push data from IMS to Yardi. Please see our Help Center for a tutorial on this feature.


Wells Fargo Integration

Our Wells Fargo integration offers a consolidated file format to customers using the Wells Fargo Payment Manager within the CEO suite. Please see our Help Center for a tutorial on this feature.


Additional Items

  • Various text changes and usability enhancements
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