In the following video, we will be discussing how to recover hidden fields on main screens within the OnContact CRM solution. It’s important to note this feature is only made available for CRM administrators.
Welcome to OnContact CRM training. This video discusses recovering hidden header fields on main screens. Main screens on OnContact CRM are company, contact, incident, and opportunity. Note this feature is only available to CRM administrators.
For this video we will unhide the profile field on the company main screen. This process is identical for contact, incident and opportunity main screens.
To start in the workspace area:
You will see your changes immediately. Other users will have to log out of OnContact and log back in to see the changes.
Thank you for watching, feel free to contact us with questions or suggestions.