CRM tab (Clients)
In the Customer Relationship Management (CRM) tab, you can create, plan, and review CRM-related actions concerning this client.
To create new activities for the client, click on the buttons above the CRM table. From this tab, you can send an e-mail from scratch or from a template, save an e-mail to this client as a template, create a memo, log a call, or plan a task or an event. For details, see the Add a CRM activity guide.
When you are creating new activities in the CRM tab of the client profile, the system automatically provides the contact emails and client associations.
To find a particular activity or narrow down the CRM list, use the filters on the and click the Search button.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.