Gmail Entities: Difference between revisions

From Apps for Creatio
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== Contacts ==
== Contacts ==
[[File:1 (1)dasfa.png|thumb|623x623px]]
[[File:1 (1)dasfa.png|thumb|562x562px]]
'''Header - A'''
'''Header - A'''
* Contact icon - if available
* Contact icon - if available
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== Opportunities ==
== Opportunities ==
[[File:1 (3)ad.png|thumb]]
[[File:1 (3)ad.png|thumb|536x536px]]
'''Header - A'''
'''Header - A'''



Revision as of 05:48, 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

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

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

Header - A

  • Number
  • Subject

Tab layout

  • Summary (1) - Basic information/Account/Contact/Solution
  • Activities (emails/logged call notes) (2)

Links

  • Account
  • Contact