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Hi I am having problems sending emails to customers through the CRM system. Under 'activity' there is an option to check the 'send an email' box to send an email to the customer.  This used to work as I have sent emails to customers on a daily bases before but it appears that all of a sudden (over the past few weeks) my ...

Hi The right hand side of the screen comes up when you select a customer from the scroll down menu. A customer has to be selected before the contact infomation comes up along with the Notes to the right.  Please see screen shot below. Many Thanks.

Hi Naeem   Thank you for getting back to me so quickly.     Please go to:- Activity – New Activity – Select Contact (from the scroll down on the left) Then the ‘Notes’ section appears under customer contact.     Please see below a screen shot of the ‘Notes’ section ...

Hi My name is Laura. My company have been using CRM for nearly two months now and we are all a little confused in regards to how the 'Notes' section behaves in the Activities window. We have been logging customer updates in the right hand side of the 'Activities' page (when you go into the activity) under 'Notes.' ...

I am customising the opportunities screen and trying to make the field 'leadsource' a required field. When I try to tick the required box I get this message  'Cannot change the field to a required field as there are currently NULL entries in the table.  Change all NULL values and then you may make this field ...