Difference between revisions of "Working with Contacts"
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The activity stream (timeline) provides the ability to collaborate on all matters relating to the contact. Any user who has access to the contact record will be able to view, post, comment on their timeline. | The activity stream (timeline) provides the ability to collaborate on all matters relating to the contact. Any user who has access to the contact record will be able to view, post, comment on their timeline. | ||
− | As well as manually posting, and commenting, scheduling activities and sending emails will also be recorded in the Activity stream | + | * As well as manually posting, and commenting, scheduling activities and sending emails will also be recorded in the Activity stream |
− | View the Activity Stream link in the related information section for more information on working with Activity Streams. | + | * View the Activity Stream link in the related information section for more information on working with Activity Streams. |
===Activities=== | ===Activities=== |
Revision as of 07:21, 2 August 2017
IntroductionWith Customer Manager installed, the basic contact functionality is extended. With or without Customer Manager installed the following functionality is available
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Related Articles |
Features
With Customer Manager installed the following functionality is then available against each contact's record.
Activity Stream
The activity stream (timeline) provides the ability to collaborate on all matters relating to the contact. Any user who has access to the contact record will be able to view, post, comment on their timeline.
- As well as manually posting, and commenting, scheduling activities and sending emails will also be recorded in the Activity stream
- View the Activity Stream link in the related information section for more information on working with Activity Streams.