Custom Tab Overview

Updated 2 years ago by Isabelle

The Custom Tab allows you to view your Contacts, Notes, Details, Activities and Documents in one place.

  • The Contacts widget now allows you to expand or collapsed all.
  • The Notes widget displays all the notes associated with the contact. You can use filters and add new notes.
  • The Details widget allows you to view the details of a contact with the Key Fields list of your choice.
  • The Activities widget shows all the appointments and tasks associated with the contact. It also allows you to add new appointments and tasks.
  • The Documents widget displays the documents related to the contact. You can add or delete a document or change its properties.

How did we do?