CRM Menu Overview

OVERVIEW:

The CRM Menu is where your Client database is:

1. Clients List: This is where all your Client/Company information is held

2. Contacts List: This is where all your Clients contacts are held, so if you know the name of the person but not the Company this is where you would go to find more information

1. CLIENTS LIST

As with all Scaflog screens you have the ability to filter and search for individual Clients/Companies (See Help Document "How to Search)

1. The eyeball to add/remove columns you want and don't want to view

2. Custom Filter

3. Magnifying glass to search 

4. + Button to add a new Client details 

The tabs running across the top explain what each column is for.