We’re excited to share some important updates to the CRM and Client Centre. These changes are designed to simplify data capture, reduce manual entry, and ultimately save you time.

From Wednesday 28 August you will be able to:

• Capture more employment details: Including employer title, first and last name, phone number, and email address for primary and secondary employments, for both PAYG and self-employed clients.
• Select a preferred contact method: A new field has been introduced within the contact’s details to capture their preferred contact method. This can be selected in the CRM and Client Centre.

These details will be automatically populated from your CRM into ApplyOnline, removing the need for you to manually enter the information.

What’s changing for you

• A new section in the employment tab to capture employer contact details.
• An additional field in the contact tab for the preferred contact method.
• Automatic population of these fields from your CRM into ApplyOnline. ‌ 

What’s changing for your clients

• An extra step in the Client Centre under Employment for applicants to input their employer information.
• An additional field in the Client Centre for clients to select their preferred contact method.

Learn more

We believe these updates will streamline your workflow, allowing you to focus on growing your business and supporting your clients.

If you have any questions or need assistance with these changes, please contact your Partnership Manager.