Contact Relationships Management (CRM) Navigation Pane

The CRM Navigation Pane displays a list of the correspondence with Contacts and general notes.

Main Window

Click the CRM option in the Navigation Pane.

Mandatory Prerequisites

Prior to accessing the CRM view, refer to the following Topics:

Main Window - Main Window

Screenshot

CRM list: this is a list of the CRM correspondence types to show in the CRM table.

CRM table: this displays all the CRM correspondence with Contacts and general notes.