4 docs tagged with "Detail view"

Fintesk's detail view contains all of the information related to that deal, including emails (coming soon), activities, or notes.

In Fintesk, the detail view of a deal, person, or organization contains all of the information related to that item. Here you can add additional relevant information such as emails (coming soon), activities, or notes.

Notes are a great way to add extra information to the detail view of your items, including links.

In Fintesk, the detail view of deals and contacts contains all of the data pertaining to that item. You also have the ability to edit this information, as well as delete or merge (coming soon) the items.