Quote from Kelloggs on 05/02/12 at 07:38:37:The entire CO system does not make sense to me.
Agreed, but I thought maybe I just don't understand the proper setup. Maybe it works better when starting from scratch than when converting from Classic Contacts....?
There are a couple issues I'm having just trying to figure out how you're supposed to use it - maybe once I do I can tell if it's broke or not.
For one, and this is more a Feature related issue, why, when you Exit out of editing (or adding) a Contact, it goes back to the main customer screen, not the grid that shows the Contacts.
Next, the info on the Grid does not always correspond with what's shown when you Edit Contact. For instance, in the example below, the contact I select in the Grid shows no name, but an email and phone. When I "select" or edit it, I see Name, but no email or phone.