Below are the icons and buttons that you will come across within the Soffront CRM while navigating the system.
- Allows you to easily customize fields and other related content based on your business needs.
- Add a new record. For example, adding a new Contact.
- Refresh the current tab to get the most updated information.
- Page Scrolling
- A cluster of three buttons with the following functions: scroll page left, scroll page right, and choose the number of records per page.
- Breadcrumb links
- A secondary set of links that provides filtering capabilities. Breadcrumb links are located in the dark blue bar at the top of a tab.
- Customize Record Tabs
- Wherever you see the blue wrench you can create and reorder the tabs within a record.