Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
2 Odpowiedzi
6304 Widoki

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 ?

Awatar
Odrzuć
Najlepsza odpowiedź

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).
Awatar
Odrzuć
Najlepsza odpowiedź

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

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
1
lut 22
8896
1
lut 22
3445
2
lip 25
1058
2
kwi 25
4974
1
wrz 24
1574