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Customizing Your Contact Management Screen

By Kymberly Franklin posted 08-01-2023 10:31

  

Customizing Your Contact Management Screen

 

Did you know that you’re able to customize your Contact Management screen? In Flexmls, when working with contacts, you can change the order of columns and choose which columns of data appear. Under Contact Management, select Advanced > Customize Contact List and edit from there. For example, if you have a lot of contacts, you might want to add the Date Created column to be able to sort contacts in order by age and have newest contacts at the top. There are lots of other data options available for you to add and customize to show the information you want to see in the order you prefer. 

Recorded Training

Coffee Break- Customize Your Contact Management Screen

 

Guided Tours (must login to Flexmls to access)

Customize Contact Management Screen

 

Written Help

Advanced Menu (Contacts)

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