Contacts: Difference between revisions
From Apps for Creatio
Created page with "thumb '''Header''' * Contact Name * Contact Code * Email Address '''Tab layout''' * Summary (1) - Basic information * Details (2) - More sensitive invoice data * Touchpoints (3) - Emails and logged calls '''Links''' * AR customer (A)" |
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[[File:Creatio | [[File:Creatio Contact summary.png|thumb]] | ||
'''Header - A''' | |||
* Contact icon - if available | |||
'''Header''' | '''Header - B''' | ||
* | * Name | ||
* | * AlternativeName | ||
* | * Zip (Address) | ||
'''Tab layout''' | '''Tab layout''' | ||
* Summary (1) - Basic information | * Summary (1) - Basic information /Email/Phone/Address/Account | ||
* | * Leads (3) | ||
* | * Opportunties (4) | ||
* Cases (5) | |||
* Activities (emails/logged call notes) (6) | |||
'''Links''' | '''Links''' | ||
* | * Account | ||
Revision as of 13:00, 4 November 2024
Header - A
- Contact icon - if available
Header - B
- Name
- AlternativeName
- Zip (Address)
Tab layout
- Summary (1) - Basic information /Email/Phone/Address/Account
- Leads (3)
- Opportunties (4)
- Cases (5)
- Activities (emails/logged call notes) (6)
Links
- Account
