Other Features

Dashboard
Once logged in, you are presented with the Dashboard. This page is designed to give you a quick and comprehensive look into your active business. You can se...
Thu, May 23, 2024 at 7:56 AM
Daily Focus
The daily focus area is a place where you can manage, filter, and complete many tasks at once. The daily focus area is a powerful tool that allows you to ef...
Wed, Sep 11, 2024 at 11:08 AM
Searches In AFrame
When using AFrame it can be very important to be able to easily search for specific contacts or transactions. Fortunately, we made this quite simple. By usi...
Fri, Jul 5, 2024 at 12:47 PM
Team Files
Team files area is used to store files for your Team that can be used for quick access, attached to emails, etc. This can be useful for those documents you ...
Fri, May 3, 2024 at 2:01 PM
Reports
AFrame provides two different types of reports for your account: Summary and transaction reports. Summary reports for the account's users to include Yea...
Tue, Sep 24, 2024 at 1:18 PM
Analytics
AFrame's analytics feature provides an overview of the account, including various summary options to gain valuable insights. The different summaries inc...
Wed, Mar 27, 2024 at 12:59 PM
Prospecting
"I love prospecting!"...said no one, ever. But whether you love it or hate it, prospecting is a necessary undertaking in our business. AFrame allo...
Mon, Jul 22, 2024 at 4:36 PM
Merge Field Codes
While creating date templates, emails/letters, and email/letter templates you will utilize merge field codes to pull the correct information from the transa...
Fri, Jul 5, 2024 at 5:20 PM