Working with Contacts
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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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.