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Congrats to our Syncore scavenger hunt winners! They each receive a $100 Amazon Gift Card!

Tena Waner, Western Associates

Jessica Heacox, 3tree Marketing

Kayla Goudy, You Name It Specialties

Let’s celebrate our CSR rock stars! Making business happen behind the scenes.

A Digital Celebration Toolkit to help you celebrate! 

Badges, banners, and borders you can add to your social media. Tag us @Facilisgroup and use the hashtag #FacilisCSR for a chance to be featured! 

CSR of the Year! 
Malinda McKinnon

HF Custom Solutions 

“There is not a person at our office who cares more or works harder than Malinda.  There have been several times this year that she was personally handling over 300 jobs in WIP while managing a team.  Her team is consistently hitting the Facilis best practice for follow ups, touches, jobs with issues, and all the other metrics. I do not know a person more deserving of recognition than Malinda.  She is truly the heart of our company.”  Joe Brown  – HF Custom Solutions  


Make sure to visit daily to find new feature highlights and helpful tips to help you work more efficiently – exclusively for CSRs! 

Create Customized Emails 

The Acknowledgement, Shipping and General emails can be customized, this was released in December 2021. This year we’ve added tags for Contact First Name and Contact Last Name so you can further customize emails to say Hi Jessica instead of Hi Jessica Lavoy. Be sure to click “save”. 

Jobs with Issues is now on the Dashboard

Use the blue tile on the homepage to quickly access jobs with issues. This tile will show you jobs with issues of Hold, Problem, Back Order, and Post Delivery.  

Acknowledgement Only, Do Not Pay

In the emails for Acknowledgement, Shipping and General Update, the SO PDF shows a watermark of “Acknowledgement only, do not pay.”

Program Jobs included in the V2 Job Follow-Ups Page  

Locate and set follow-ups for Program Jobs from the V2 Job Follow-ups page. 

Job Follow-ups – Home Dashboard  

The Home Dashboard shows you how many Job Follow-ups are assigned to you and due today. 

Thank you to all our CSR rock stars!