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

1. Notes
2. CRM
3. Lead (from version 12, requires Lead Management module, only visible if coming from a lead)
4. Opportunity (from version 12, requires Lead Management module, only visible if coming from a lead)
5. Leads (from version 12, requires Lead Management module, not visible if coming from a lead)
6. 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