New feature - Contact Insights

In our next onCourse update, we’re introducing a feature that will collate a contact’s onCourse activity and basic information into a single, easy-to-use screen that’s available from both the main navigation, as well as anywhere a contact record is referenced.

The feature is called contact insights, and it’s easily accessible by simply selecting a contact search result from the global navigation, or anywhere you see the icon below throughout onCourse:

Screen Shot 2022-04-11 at 2.07.40 pm

To hear a full explanation of the feature, watch the video James recorded going over the feature at the bottom of this post. It’s less than 3 minutes long.

You’re also encouraged to leave any feedback about the feature here for discussion.

1 Like