Accounts: Difference between revisions
From Apps for Creatio
Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More sensitive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..." |
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[[File:Creatio Accounts summary.png|thumb]] | [[File:Creatio Accounts summary.png|thumb]] | ||
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Revision as of 12:55, 4 November 2024
Header - A
- Customer icon - if available
Header - B
- Customer Name
- Customer Code
- Customer Contact Name
- Email Address
Tab layout
- Summary (1) - Basic information /Email/Phone/Address
- Details (2) - More sensitive data
- Customer Orders (3)
- Invoices (4)
- Touchpoints (5) - Emails and logged calls
- Memo's (6)
- Payments (7)
- Contacts (8)
- Items Purchased Report (9)
Links
- Contact
