Implementing rules in PointCentral continues to be on the mind of many of our PointCentral users—and with good reason. Creating and using rules within your LOS enables pipeline efficiency and consistency for compliance and auditing purposes.
If you haven’t visited our Knowledge Base site lately, you may have missed the latest article that explains how to implement rules. If you still have questions, you might want to call our technical support team at 800-342-2599 for assistance or schedule an expert to help you out on-site.
PointCentral 7.3 is scheduled for release in October. We have included some “out-of-the-box” rules that will help you get started with basic needs for compliance efficiency. From there you can customize your rules engine to further streamline your processes.
Today’s free webinar will discuss PointCentral rules. Registration can be found here.
UPDATE: If you missed today’s session, visit our PointCentral page in a few days for the recorded version.