Info Tags

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Pick lists for Info Tags is opened by Home page | More ... | Setup | Info Tags

 

 

 

Start by selection the entity on which you are to add or edit Info Tags. Here we have selected Contact Persons:

 

 

Click "Add Info Tag":

 

 

Enter a suitable name for the Info Tag and click Save.

If you mark the Info Tag as Inactive, the Info Tag cannot be applied to Contact Persons anymore.

 


Page url: http://www.skyviewcrm.com/help/index.html?setup_infotags.htm