LSSP is announcing our new and complete, built-in CRM coming in May! A CRM is an app that helps you manage interactions with current and prospective customers. With a built-in CRM, you can link related messages together and find all messages from a contact with one quick search, while an address book can hold as much information about the contact as needed. This will allow you to string together relationships in their contacts, and to review notes

 Tips & Tricks Filter by multiple folder fields from the Folder Details locating screen: Menu>Locating>Folder Details Choose the Cabinet you would like to open, then click Search. Fill in as many folder fields as you need to filter for the specific folder(s) you are looking for. Click Search above once ready to filter.   Administrators can now use the ARIE Folder Load function internally through the Manage Folders screen under the Setup menu (Cloud Only):

PinPoint 2.997F Enhancements Internal ARIE Folder Load (Manage Folders) – Administrators can load in a CSV directly within PinPoint to have ARIE process a bulk folder load. Multi-Field Search – Users can run a multi-field search from various screens in PinPoint. Zonal Capture (Distribution Rules) – This allows for administrators to set a specific location for ARIE to look for when using a distribution rule. Column Sorting – Users can now sort by specific fields from the various

  2.997 Enhancement List User Icons – added to lists like audit logs, etc. Default User Avatars – for those who have not added their own photo, photos can be in your user profile screen (Click “Welcome xxx” in the top right-hand corner of PinPoint). Scanning support for MS Edge – scan directly using Edge Multiple ARIE Request – this function gives users the ability to request an ARIE process for multiple documents at once. This function