SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and functionalities as they're released.

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announcements to help you make the most of our platform and optimize your business processes.

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SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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⬇️

Notes Experience

Notes Experience

Notes ExperienceMelodies Business Solutions
Published on: 11/02/2025

When you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.

system update
Add Notes to Appointments

Add Notes to Appointments

Add Notes to AppointmentsMelodies Business Solutions
Published on: 02/11/2024

Adding extra information is always beneficial, it allows you to ensure everyone on the team is on the same page, requests are met and special instructions are respected. Appointments are one of the key places where those notes are needed, and we are happy to announce now you can add them directly! Let’s look into how they work.

system update
Workflow Notes

Workflow Notes

Workflow NotesMelodies Business Solutions
Published on: 01/11/2024

Making sure everyone on your team has the information and knowledge they need is essential. To support this, we’re excited to introduce Workflow Notes, a new feature designed to improve information sharing within Workflows!

system update
Notes & Tasks On The Conversations Page

Notes & Tasks On The Conversations Page

Notes & Tasks On The Conversations PageMelodies Business Solutions
Published on: 10/05/2024

A small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.

system update