CRM - Astuce #10 : Personnaliser votre barre de recherche
Bonjour à tous,
Comme vous le savez déjà, vous pouvez rechercher des enregistrements en utilisant l'option de recherche globale. Par exemple, si vous voulez récupérer les détails d'un contact appelé Laurent, il suffit d'entrer le mot clé "Laurent" dans la zone de texte de recherche et voilà ! Vous verrez les détails répertoriés comme des listes connexes de tous les modules correspondants.
Chaque élément que vous voyez ci-dessus affiche un ensemble standard de colonnes. Si, dans la liste en plus de la société, du nom, etc., vous souhaitez afficher le numéro de téléphone portable de la piste, vous pouvez facilement personnaliser la mise en page. Cliquez sur la flèche déroulante dans le coin supérieur droit de la section et sélectionnez les colonnes requises et décochez les colonnes qui ne le sont pas.
N'hésitez pas à nous partager vos astuces et commentaires.
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