Favourite companies and contacts

Starting from Simple CRM 6.8, when you click on the icons, COMPANY or CONTACT from the HIGH MENU, you will no longer find the list of companies starting with the letter A or the list of contacts starting with the letter A, but on the list of favourite COMPANIES/CONTACTS.

To favor a company or contact in your Simple CRM, simply click on the FAVORITE icon:

To delete the favorite, simply click again:

The contact list then defaults to the favorites.

To view all contacts, click All. To display the favourites again, click on the star.

The list of companies works the same way.

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)