Customers Tab
Contents
Features
•Call Time Days
Click the configuration tool * to view the columns for the tab. Check a Call Time day column to have it display in the grid on the Customers Tab.
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•Drag a column header here to group by that column - You can drag and drop a column header for grouping your data.
•Sort - The grouping can be sorted in ascending or descending order by clicking the up or down gray arrow in the grouping column header.
•Plus / Minus icons are used to expand or collapse lists.
Show my customers only - Filtering option that is only displayed if the Salesperson is linked to other Salespeople in the Mobile Tab General Options. You can see an example here.
The Salesperson Name column is has been dragged to the Drag a column header here to group by that column area and used to group the data and the + button was used to expand specific data for each salesperson in the grid.
