CRM 10 Icon Guide 

Contact Search Page

A screenshot of a computer Description automatically generated

Search

 Clear

 Create new contact.

 

Contact Details Page

On the contacts detail page in the upper right-hand corner, you will notice the CRM 10 Icons.

  Edit pencil                                                            Phone # Consent

  Refresh                                                                                     Referral Form

     Favorites                                                                              Credit Union Product Request

A computer screen shot of a computer Description automatically generatedOutbound Call Screen

Select Note Template

Save notes as activity Template

 Save

 Edit Contact Demographics

Consent

 

Inbound Call Screen

 

Select Note Template

Save notes as template

 Edit Contact Demographics.

    Referral Form

Consent

Glossary of all icons

Clear Cache and Reload (Done every Monday Morning)


 

Refresh

More Options

Delete

Search

Favorites

Clear- Clears all information from CRM fields.

Edit pencil.

Referrals

Add Social Security Number

Consent

Credit Union Product Request

Credit Union PCI

Next Call (B2C)

Save and next (B2C)

 

Quick Reschedule(B2C)

Select Note Template

Activity Template

 New activity

Add Address to activity Notes.

Add Email to Activity Notes.

 Send

 Save

 Confirm

 Opens existing activity

 Make a call

 Send an email

Add more information to a field

 Opens Member profile