Groups
From TUTOS
Contents |
Introduction
These are categories that help you organize the entries in your address book. For example you can group your customers by industry sector or by year of first sale or ......
Create
Before using you should create the groups. After creation you will have a select box whenever you create or modify an address or company or department. With this selectbox it is possibly to add the address entry to one or more CRMN Groups.
Display
Looking at a addressentry will show you all CRM Groups of this entry.
Modify
Simply visit the modify dialog in order to move a address entry to another (or no) CRM Group.