Gmail Entities: Difference between revisions
From Apps for Creatio
| Line 23: | Line 23: | ||
== Contacts == | == Contacts == | ||
[[File:1 (1)dasfa.png | [[File:1 (1)dasfa.png|thumb|623x623px]] | ||
'''Header - A''' | '''Header - A''' | ||
* Contact icon - if available | * Contact icon - if available | ||
| Line 40: | Line 40: | ||
* Account | * Account | ||
| Line 74: | Line 76: | ||
== Cases == | == Cases == | ||
[[File:1 (4)cases.png | [[File:1 (4)cases.png|thumb]] | ||
'''Header - A''' | '''Header - A''' | ||
* Number | * Number | ||
Revision as of 05:47, 24 June 2026
Accounts
Header - A
- Account icon - if available
- Name
- AlternativeName
- Zip (Address)
Tab layout
- Summary (1) - Basic information /Email/Phone/Address/Main Contact
- Contacts (2)
- Leads (3)
- Opportunties (4)
- Cases (5)
- Activities (emails/logged call notes) (6)
Links
- Contact
Contacts
dasfa.png)
Header - A
- Contact icon - if available
- Account (if availalbe)
Tab layout
- Summary (1) - Basic information /Email/Phone/Address/Account
- Leads (2)
- Activities (emails/logged call notes) (3)
- Opportunities (3)
- Cases (3)
Links
- Account
Opportunities
ad.png)
Header - A
- Account icon - if available
- Name
- Account
Tab layout
- Summary (1) - Basic information /Email/Phone/Address/Account/Contact..etc
- Activities (emails/logged call notes) (2)
Links
- Account
- Contact
Stage (3)
Shows current stage.
Cases
cases.png)
Header - A
- Number
- Subject
Tab layout
- Summary (1) - Basic information/Account/Contact/Solution
- Activities (emails/logged call notes) (2)
Links
- Account
- Contact
