Crm

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Crm

 

The Crm tab provides information of relation management files related to the client.

Which files and field are actually presented is depending on the rights of the user and also on user specific settings.

 

After clicking on the Crm tab, all files will be shown but only the first will be opened to load it's data.

By clicking on a file name the object will open and the data will be loaded and shown. Every time a file is opened the data is reloaded so any changes in Mill7 will be applied.

Not all fields are shown because of the limited space (Only 2 fields on a mobile device, notes and documents excluded), only the the fields that have a "Seq.no." in Mill7 are shown:

 

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If you also want to view the other fields with data you can click on the record to zoom in on the record and get all imformation including the different tabs just like in Mill7.

 

Documents

If linked documents are present the following button will be shown:

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Notes

If notes are present the following button will be shown:

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Notes can only be viewed and not be edited.

 

You can sort a data by clicking on the header of the column you want to sort.