How can i change layout?

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  • just_me
    Junior Member
    • Jul 2019
    • 27

    How can i change layout?

    Good morning,

    i'd like to change the layout. Instead of having Meetings, Tasks, History etc. on the right side panel, i'd rather have them in the subpanel. Notes doesn't work for me, because they won't show up correctly and i need to see more of open tasks and Meetings and the like than Notes.

    Secondly, i wasn't able to figure out, how to set a contact to inactive. A contact left an account, and i haven't got a clue, where to put "inactive", so i could lateron drop that one when i send out a email mailing.

    Thanks for help and best
    j_m
  • just_me
    Junior Member
    • Jul 2019
    • 27

    #2
    Update: I am still on V8, just found out, that V9 would do the trick for my first question, so i assume i have to get my Admin to update :-)
    The second question i still can't see, even with the current demo installation. Any idea?

    Tia
    j_m

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