CRM Sidebar

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CRM Sidebar


The CRM sidebar gives you access and the ability to scroll the master information held within CRM for Customers, Prospects, Suppliers and Inventory items. As well as the primary Process and Reports available within the system.


When viewing customers, prospects, suppliers or inventory items, the desktop area will change to the select master file type and display the selected record. You can filter these navigation grids using the filter button and specify values from the available grids.


The selected CRM sidebar will be displayed the next time you start the application and its associated desktop.


Each master file desktop area has its functionality, and these will be looked at later on the help file.