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Contact overview

(Settings - CRM)
 
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Topics in overview:

Settings - general
Settings - user (admin)
Settings - calendar
Settings - CRM
Settings - EMS
Settings - Factura
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Related topics:

Contact overview | Lead manager | Reference buttons​

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Info screen display

When a contact is displayed, several info screens are shown in the overview. You can configure the display to exclude certain fields or even entire screens. 

Select 'Settings', click the gray 'CRM' button (which then turns white), then click 'Customer overview'.

a) Activate or deactivate the checkboxes for each field you want to see or remove. 

b) Activate or deactivate the respective checkboxes to remove entire screens from the overview. 

c) Activate the checkboxes for any additional fields you might have added and want displayed. 

In all three cases, please save your entries by clicking the respective 'Update' button.

 





 

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