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2

How to split companies and people in the contacts menu?

By
abou
on 2/14/13, 10:10 PM 748 views

when we create contact under certain customer , the contact appear inside the customer page

so the sales or any employee can see All customer , contacts, employee at the same page so please help how can we split it to customer page & contact page ? or the contacts should appear under customer ?

0
Jānis
On 2/15/13, 8:32 AM

You can try to manage those views by custom filter (for example customers and companies):

  • open Customers list;
  • open filter and in section Filters check Companies and Customers;
  • save filter as custom filter in section Custom Filters (check Share with all users or Use by default if necessary).

image description

0
Jānis
On 2/15/13, 8:30 AM

You can try to manage those views by custom filter (for example customers and companies):

  • open Customers list;
  • open filter and in section Filters check Companies and Customers;
  • save filter as custom filter in section Custom Filters (check Share with all users or Use by default if necessary).

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Asked: 2/14/13, 10:10 PM
Seen: 748 times
Last updated: 3/16/15, 8:10 AM