Difference between revisions of "Groups"

From TUTOS

m (Display)
m (Modify)
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Simply visit the modify dialog in order to move a address entry to another (or no) CRM Group.
 
Simply visit the modify dialog in order to move a address entry to another (or no) CRM Group.
 +
The comments and dates for each member can be modified via the (edit) link on the deatil page.
  
 
== Delete ==
 
== Delete ==

Revision as of 17:59, 29 December 2011

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 ......

You will see a link to the CRM search page in the Address-Menu

Call CRM search

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.

Create a CRM Group

Display

Looking at a address or company entry will show you all CRM Groups of this entry.

CRM Info

Looking on a CRM deatil page will show you all members of that group.

CRM Detail

Modify

Simply visit the modify dialog in order to move a address entry to another (or no) CRM Group. The comments and dates for each member can be modified via the (edit) link on the deatil page.

Delete