
The look of the software is nice. There are many tabs that made navigating accounts easier. Its an ease to add account information. The charts are organized nicely which make reading and reviewing them easier. Review collected by and hosted on G2.com.
When compiling chart notes you have to go through and select each one you want and then merge them together. Some times this works, other times you have to open and save each note and then add them all together. Its a pain. Information doesn't always integrate w/ our scheduling system. Review collected by and hosted on G2.com.
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The reviewer received either a gift card or a donation made to a charity of their choice in exchange for writing this review.
G2 Gives Campaign. The reviewer received either a gift card or a donation made to a charity of their choice in exchange for writing this review.

