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Former Member
Apr 07, 2010 at 10:56 AM

Change to the account fact sheet, is this possible?.


At present we can produce/view an account fact sheet and a PDF account fact sheet.

Account management->Accounts Enter account and then choose More->Fact Sheet..

Is there any control other what data is displayed here, and, can we add data from a third party?.

Also, we may be looking at this information via a blackberry mobile and wondered if we can easily set up a fact sheet specifically from the Blackberry screen. Has anyone done such a thing?.

We're using CRM 7.00 with the standard best practice install for sales, services, marketing.



Edited by: Jason Stratham on Apr 7, 2010 12:56 PM