Feature Update: Person Merge Fix

In order to prevent duplicate People records, Socket has a Person merge feature. When a new Quote is generated, it searches all People records based on email address, and then updates the existing Person if found. The drawback was that … Read More

New Feature: Quote Preview

In the aims of further streamlining Quote creation, we’ve introduced a “preview” step into the process. This will allow you to preview the Quote prior to creating it, ensuring all the details are correct. In light of this change, the … Read More