Custom Tab Overview
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.