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Stay informed with the latest updates and enhancements to our platform.
This site covers new features, software improvements, bug fixes, and important
announcements to help you make the most of our tools and optimize your business processes.
Keep up with everything you need to know to ensure a seamless experience
and take advantage of new functionalities as they’re released.
We’re dedicated to keeping you up-to-date and elevating your learning experience.
Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions
and visit often to see how we're continuously working to support your success.
Looking for a particular topic?
Let our library find it for you.
Just type in a word, such as website or
email and it will do the searching for you.
Need to see the most recent updates?
Click on HOME BUTTON and it will take you to the most recent posts.56
Recent Posts? d⬇️
Melodies Business SolutionsCustom Objects create associations between contacts or fields, helping you easily track, manage updates, and automate processes related to these relationships. This new feature allows you to develop object-specific workflows. Triggering workflows based on custom object-related triggers and defining actions to automate your processes.
Melodies Business SolutionsCustom Objects allow you to track and manage relationships or processes unique to your organization. The Audit Logs will help you gather detailed insights into changes made across custom objects, including creating, updating, or deleting custom objects, custom object records, and associations between objects.
Melodies Business SolutionsWhen interacting with clients there will be times when two or more people are part of a singular sale or transaction. You can manage these relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying communications.
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