Contact Dashboard


CRM Extensions Contact Dashboard Features and Functions

·          Displays a list of each of the CRM items for just the “Active Contact”.

·          Each of the items listed include a “hot link” to click to open and view the item.

·          Operates the same as the CRM Company dashboard except this “Contact” dashboard is filtered to only display data for the CRM “Active Contact.

·          Formatted similar to the CRM “Company” dashboard