CRM – Relationships
Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new relationship category you want to add and click o...
Thu, Jan 28, 2016 at 8:57 AM
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”. To edit a value, click on the edit Icon to the right of the value you’d...
Thu, Jan 28, 2016 at 8:57 AM
Yes, click on the up and down arrows of the drop down box and click on “New/Edit”. Find the value that you want to re-order and click on the icon with 3 r...
Thu, Jan 28, 2016 at 8:57 AM