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CRM & FIELD SERV.

Last post 03-15-2013 1:51 PM by Marcelo11756. 2 replies.
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  • 03-15-2013 1:05 PM

    CRM & FIELD SERV.

    Reply Contact

    Is it possible to have the crm and field services all in one screen?

    We only have one user right now, and I think that will be a lot easier if I dont have to switch between the two of them.

  • 03-15-2013 1:26 PM In reply to

    Re: CRM & FIELD SERV.

    Answer
    Reply Contact

    This is an easy one! :)

    1. Go to the Customize>Tab Groups tab link 
    2. Click Edit on the CRM tab group
    3. Skip to Step 2 of 3
    4. Click the Tab: dropdown and add the Field Services Center tab
    You may also move it from this screen to where ever you like in your CRM tab group. 

    - Jason

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  • 03-15-2013 1:51 PM In reply to

    Re: CRM & FIELD SERV.

    Reply Contact

    Thank you
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