Bidirectional Communication

it facilitates real time updates of data on either platform whenever an internal team member accesses the lead card in it facilitates real time updates of data on either platform whenever an internal team member accesses the lead card in {{januscrm}} or a client user makes changes in the company profile section within peoplematic standard operational procedure peoplematic navigate to the account/account & settings module click/tap on notifications click/tap on the edit notification contact button change the phone number or email fields click/tap on save changes refresh the {{januscrm}} lead card page and the peoplematic platform standard operational procedure januscrm when in the dashboard page, locate the search bar on the top search the client change the phone number in the primary contact section or the address in the address section ensure the address field is verified changes are auto saved refresh the {{januscrm}} lead card page and the peoplematic platform feature breakdown users have the ability to update their email and phone number through peoplematic, with changes being reflected instantly in {{januscrm}} when the email is changed, these modifications will not impact the login credentials address can be modified in {{januscrm}} with changes being reflected instantly in peoplematic system validation for minimum wage relies on the state associated within this area before any updates are made in {{januscrm}} , it is essential to ensure that the address includes an approved state, which will be displayed in the quote section this feature does not interact with {{pro software}} email and phone number fields are used to send notifications only company name, pay cycle, and active employees cannot be modified ensure that both email and phone number fields are always present in {{januscrm}} for peoplematic to successfully replace the information always refresh the page in {{januscrm}} or peoplematic to ensure changes are reflected future enhancements aimed at enabling the editing of all fields in peoplematic are not scheduled for development if the user is having issues, click the button below to assist you creating a support ticket