- IGLOBE CRM SUITE
- IGLOBE CRM OFFICE 365
- CRM - Activity planning and follow up
- CRM - Any time, Any where on Any device
- CRM - Boost your Sales - iGlobe Pipeline Management
- CRM - Seamless integration with ALL Microsoft Office products
- CRM - Statistics & Reporting
- CRM - User-friendliness in focus
- CRM - iGlobe CRM Dashboard
- CRM - iGlobe ERP & Data Import
- IGLOBE PRICING TABLE
- iGlobe iPlanner Add-in
- Office2SharePoint
- iGlobe MIPA
- IGLOBE CRM OFFICE 365
- DEMO
- PRIVACY & SECURITY
- CSP Partners
One Click will do the trick
4.2 CONTACT
We stored all the contact items in Contact list. There are different types of Content Type, Fields and Views in Company to organize company information. For contact list settings from admin tab go to Field > Contact.
Create Columns
Following the step 4.1.1 to create new column and add existing sites column in the contact list.
Change Settings to Modify Content Types
Follow the step 4.1.2 to change settings to modify contatc content types.
Add Columns in Existing Content Type
Follow the step 4.1.3 to add columns in existing contact content types.
Add New Content Type
Follow the step 4.1.4 to add new content types.
Views Description
Contact Views List
There are eight views in Contact list for different purposes.
- All Items: All the columns in contact are listed here. Only admin user can see this view from admin tab.
- ContactPhoneListView: Columns in this view are used to display contact information in contact list view. If you want to show more column in this view then you have to add those columns in this view.
- ContatcByCompanyListView: Columns in this view are used to display contact information which is grouped by company. If you want to add more column in this view then you have to add those column in this view.
- ContatcDetailListView: Columns in this view are used to show contact details information in contact details page. If you want to show more column in contact in contact details then you have to add those columns in this view.
- ContatcListView: Columns in this view are used to show contact default view which is card view. If you want to show more column in this column then add those columns in this view.
- ContatcCardView: So far we are not using this view any more so its better not to do anything in this view.
- ContatcAdvanceSearchView: Columns in this view show in advance search contact tab. So if you want to add more control in contact tab in advance search then add those columns in this view.
- ContatcSearchSelectionCriteria: Columns in this view are used in search criteria in new search in marketing tab. If you want to add more control in contact tab then add those column in this view.
- Contact Statistic: Columns from this view are used in the statistic area for reporting.
Add Columns in Views
Follow the same steps that I describe in 4.1.6 to add columns in views.