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Organize Notes
Import Notes There may be occasions when you would like to acquire Notes from external sources or other CRM applications. In CRM you can easily import notes from external sources. Note Before importing the notes, you should have already imported the ...
CRM All Modules
Organize Page Details
The option to Organize Page details, is available in each module and helps to change the order of the related list views. Additionally, you can show or hide some of the related lists as per your organization's requirement using this feature. To ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize [Module] ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize [Module] ...