This is to lighten the views in your CRM software. Indeed, imagine a card with 10 years of history; it would quickly become heavy and unreadable.
To view all interactions related to a contact or company, click the "View all interactions" button.
2018/04/24
When I consult a contact or a company, I do not see the interactions finished
By default, only "open" or "ongoing" interactions appear in the list of interactions related to a contact or a company.
This is to lighten the views in your CRM software. Indeed, imagine a card with 10 years of history; it would quickly become heavy and unreadable.
To view all interactions related to a contact or company, click the "View all interactions" button.
This is to lighten the views in your CRM software. Indeed, imagine a card with 10 years of history; it would quickly become heavy and unreadable.
To view all interactions related to a contact or company, click the "View all interactions" button.
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