IE My Contacts

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Revision as of 01:57, 19 November 2011 by Sagecrmw (talk | contribs)
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The "My Contacts" area uses the same information that the "My CRM" - > "Contacts" area uses.

So lets add in a contact. We view a person in Sage CRM.

We click on the "Add Contact" button on the toolbar.

The contact is added and the page refreshed.

The icon now looks like the following

This shows that this person is already in our contacts list.

We can now from anywhere in the system jump to our contacts.