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on new updated version i do not see all import info unless i click up down arrow

old versions show easy view of pertinent info

  • arnold levine
  • Aug 25 2020
  • Already exists
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  • arnold levine commented
    18 Sep, 2020 08:53pm

    I am making a recommendation when power calling we need a summary of info when we are talking to the client.
    As is below when we are prospecting I have to hit the down arrow to see the clients summary details.




    Thank you


    Arnie Levine
    Broker BRE #00908453

    Cell: 619-540-5811
    Efax: 619-374-6864

  • Admin
    Steven Lopez commented
    18 Sep, 2020 07:22pm

    Hello Lions,

    You can set up your Favorite Fields in the contact record. That way, you no longer need to click to view information. You only need to set it up for 1 contact and it will apply it to all your contacts. I added a link below to show how to set up your favorite fields.

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