Adam Olszewski
Articles
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2026-05 Release Notes
We are excited to share a fresh wave of features, security upgrades, and user interface enhancements designed to optimize your workflows, protect your account data, and improve customer communicati...
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2026-04 Release Notes
Welcome to the April 2026 update! This month, we’ve focused on giving you more automation power, deeper financial insights, and enhanced security controls to keep your workflows moving faster and m...
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2026-03 Release Notes
We ended March 2026 with a robust set of enhancements across the Centrex Software ecosystems. From sophisticated loan automation to more intuitive communication tools, these updates are designed to...
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2026-02 Release Notes
Welcome to the February 2026 update! We’ve hit the ground running this year with a series of updates focused on automation precision, data security, and enhanced visibility. These improvements are ...
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2026-01 Release Notes
What's New with Centrex – January 2026Welcome to the first edition of this year's monthly feature review! We have been hard at work enhancing your experience across Centrex CRM. This month's releas...
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2025-12 Release Notes
Welcome to the December 2025 release notes! As we wrap up the year, we are excited to deliver a suite of features designed to improve your operational efficiency and financial accuracy. This month’...
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2025-11 Release Notes
Welcome to the November release notes! We have enhanced system security and audit trails. These updates are designed to make your daily workflows smoother, more secure, and more efficient. This mon...
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RingCentral Setup Guide
Setting Up a RingCentral OAuth ApplicationTo communicate with the CRM, you need to set up a RingCentral OAuth application. This application defines specific configurations that are necessary for ...
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2025-10 Release Notes
We are pleased to announce the following product updates for October 2025. This month's product releases introduce a wide range of new features and improvements to existing functionality. Centrex C...
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Customer Portal Settings
This article was developed to describe the settings associated with our Customer Portal. This article includes the following topics: Overview Opening the Portal Settings Domains Configuration Tab G...