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Miscellaneous

by Hywel Glyn-Jones last modified 2008-11-07 09:43
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Miscellaneous CRM - did you knows

How do I remove the last Contact notes template

Should you ever want to clearn out all of the notes templates on the Contact screen, delete all but the last one the normal way and once you have done that change the last nore to delete_all and save.

How do I list only the CSV import groups?

The obvious way is to search for CSV in the Groups  search block, but on newer databases you can just search for "Tilda" using the actual ~ synbol.  This  character is put in front of the automatically generated CSV import Groups so that they always appear last alphabetically.

How do I change the title on a profile

Edit the source code in the compose screen and insert a title