Opportunities

From Apps for Creatio
Revision as of 11:43, 4 November 2024 by CreatioWikiSysop (talk | contribs) (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 tabsII.png

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
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