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2018/04/24

How to modify the list of professional functions?

Since version 6.7 of Simple CRM, you have a list of predefined professional functions.

These lists appear as soon as you enter a few letters:
in the "Function" field in a contact's business details

in the "Function" field in a company's contact list

in the "Function" field when you enter the business details of a contact just after its creation


You can edit items in this list using custom lists in CRM Admin:

1) Go to the CRM Admin (top menu -> CRM Admin)

2) Click on the tab "7. List management"

3) On the line "Professional functions", click on the button "Elements of the list".

4) You can add, modify or delete items from the list.


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