Contacts module settings
List of paragraphs:
Contact group
When creating a new customer, enter Contact group:
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- In order to add more choices for field Contact group, click Setup - > Contacts -> Contact group;
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- Select New contact group:
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- 3
- Fill in the details;
- 4
- Press Save.
- 5
- Use Options to edit or delete value:
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Contact types
You can identify Customer type when creating new customer:
- 1
- To add more options for Customer types, select Setup -> Contacts -> Contact types.
- 2
- Click New contact type:
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- 3
- Insert the information and press Save.
- 4
- In order to edit or delete type, use Options menu.
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Activities
When creating new customer, enter Activities.
To add more Activities options, select Setup -> Modules picklists -> Activities.
- 1
- Click New value:
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- 2
- Insert the information and press Save.
- 3
- Select default value.
- 4
- In case you want to hide value from the list, mark it inactive.
- 5
- To edit or delete value, use Options menu.
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