Displaying Interests/Characteristics in a Company's the Details View
A quick way to display characteristics exists for the company info area.
At present, you cannot add a characteristics panel to the person (KP, PE) info areas.
To display the characteristics in the company's Details view:
- Add a panel to the Details control of the desired field group (e.g. FI) and assign the CHARACTERISTICS type, >> CHARACTERISTICS:
- Add the following fields and assign the following functions:
|Interest Group (0) (IT)
|Interest (1) (IT)
|Date and FreeC1
||No function required
|Any other field
- Ensure that the IT field group is also configured. At least the List control must
contain the above fields (functions need not be assigned).
- The characteristics are displayed in CRM.pad as follows: