In the CRM training video below, we will go over how to add an existing header field to a main screen. Please note that this feature is only available to OnContact CRM administrator users.
Welcome to OnContact CRM training. In this video we will add an existing header field to a main screen.The main screens in OnContact CRM are company, contact, incident and opportunity. Note this feature is only available to CRM administrators.
For this video we will add the last activity date field to the company main screen. The process is identical for contact, incident and opportunity main screens. To start in the work space area:
You will see your changes immediately, other users will have to log out of on contact and log back in to see the changes.
Thank you for watching, feel free to contact us with questions or suggestions.