Contact details
| Title |
| First name Last name |
Details
Functions in the title bar
| Icon | Explanation |
|
| Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow. |
Kebab menu (
)
| Type | Menu item | Explanation |
| | Workflows | Opens the workflow summary page Only visible if the "Workflow" module is licensed |
Widgets
1x1
- Notes
- CRM
- Lead (from version 12, requires Lead Management module, only visible if coming from a lead)
- Opportunity (from version 12, requires Lead Management module, only visible if coming from a lead)
- Leads (from version 12, requires Lead Management module, not visible if coming from a lead)
- Opportunities (from version 12, requires Lead Management module, not visible if coming from a lead)
Master data
- Email is clickable and opens the default email client
- Telephone number and Mobile communication are clickable on smartphones and initiate a call.
- Pen opens the Edit page.
FAQ
Release