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Today, when you log into NGP and navigate to a contact, you will see a new version of your contact record. Explore its look and feel. Throughout the year, the new contact record will be enhanced with more features and capabilities to further support your needs.
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Notably, the Overview tab has been replaced. All of the information you are accustomed to viewing there is available on the new contact record.
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The contact record still provides a comprehensive picture of each record quickly and easily but we’ve improved how that information is organized and displayed. We’ve also added robust customization options that let you tailor the page to your needs and highlight the information most important to you.
To learn more about the new contact record, read this help article [[link removed]] and watch this video [[link removed]] .
Other highlights we are excited about include:
*
Intuitive
design
with
improved
information
architecture
*
Responsive
design
for
various
device
types
and
screen
sizes
*
Stat
Bar,
with
three
“at-a-glance”
customizable
stats
Please note that the All Details view of the contact record will still be available, and you may keep using that view if you prefer. Other pages like Financial Household and Biography can now be accessed through the contact record page as well.
As always, please do not hesitate to reach out to us with any questions or concerns.
Yours,
Mark Puleo
(He, Him, His)
Vice President of Client Services, NGP VAN
We're here to help. NGP VAN
Email us anytime at 655 15th St NW #650
[email protected] [[email protected]] Washington, DC xxxxxx
ngpvan.com [[link removed]]
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