Introduction
With Customer Manager installed, the basic contact functionality is extended. With or without Customer Manager installed the following functionality is available
- Mark as Private - mark a contact as only being visible to you
- Archive - If a contact is no longer needed, or has left an organisation you deal with, mark them as Archived. This will remove them from general contact searches, but will still be accessible from the contact list and Archived contact's option
- Audit History - View all changes and amends which have been made to the contact's record.
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Related Articles
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Features
With Customer Manager installed the following functionality is then available against each contact's record.
Activity Stream
Activities
Call Backs
Email
Details