CRM Phase 1 - Flipbook - Page 66
STEP
PROCESS
STEP 1
Change View
The view of the customer can be changed between a list and a business card style by
clicking on the view icons.
In business card view the telephone number displayed is the preferred one set in the
customer record:
STEP 2
Sort By
The customer list can be sorted by pre-determined fields. These can be viewed by
clicking the drop down arrow:
My Customers Selecting a Record
02.013.03.L1 Revision 8.35 18/05/07
Page 66 of 115
