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2018/04/24

I do commercial follow-up in an interaction, how to get information about the company or the related contact?

In the interaction form, you can directly open the record of the related company (or contact).

Move the mouse over the icon on the icon next to the name of the related company:



A small window opens with details about the company.

Click on the "Open" button: the company file opens in a new tab.


The same functionality is available on the interaction contact.

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