IE My Contacts: Difference between revisions
From Accelerator for SageCRM
(Created page with "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. File:mycontacts1.png W...") |
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So lets add in a contact. We view a person in Sage CRM. | So lets add in a contact. We view a person in Sage CRM. | ||
[[File: | [[File:mycontacts2.png]] | ||
We click on the "Add Contact" button on the toolbar. | We click on the "Add Contact" button on the toolbar. | ||
[[File: | [[File:mycontacts1.png]] | ||
The contact is added and the page refreshed. | The contact is added and the page refreshed. | ||
Latest revision as of 23:57, 18 November 2011
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.
