Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
The following are all Tasks created in Compass at this time. Tasks appear on the task screen for 20 days past their due date, and then 'fall off', however they are still accessible via the customer page. New Lead What is it: Indicates that a new ...