The Custom Tab allows you to view your Contacts; Notes; Details; Activities and Documents in one place.
- The Contacts widget now allows you to expand or collapse all.
- The Notes widget displays all the notes associated with the contact. You can use filters and add new notes.
- The Details widget allows you to view the details of a contact with the Key Fields list of your choice.
- The Activities widget shows all the appointments and tasks associated with the contact. It also allows you to add new appointments and tasks.
- The Documents widget displays the documents related to the contact. You can add or delete a document or change its properties.
- Click on the contact you want to view.
- Go to Custom tab, if you do not have it, click on the plus symbol on the right to enable it.
- The details will be displayed.
- You can edit/add Widgets to your view by clicking Edit Layout.
- You can drag the Widgets, change sizes, remove items, and add new Widgets.
- After setting up your Custom tab you can select the key fields you like to see, for that, select the arrow to use a key fields list from the drop-down menu.
- Click the converging arrows to open the Details in a larger dialog box.
- You can view all contacts' emails and phone numbers by pressing the double downward arrows to expand their information.
- To expand the information of one contact; click on the single downward arrow by the right corner of the contact.
- You can email or call a contact by clicking their email address or Phone number after expanding the view.
- Select the converging arrows to view the expanded information of the contacts in a larger dialog box.
- You can also see the Notes, Details, Activities, and Documents associated with the contact by clicking on the contact.