Contact Widgets

Keep notes and worksheets on your contacts simple with new widgets

Other features for the contact module are the HTML and worksheet widget.

Similar to the notes of a contact, thanks to the HTML widget important information and details can be captured and stored in contact. The difference to the notes: This widget can be deposited as often as you like in a contact. For example, you create a widget titled ‘TO-DO’. You can then edit this widget at any time by adding or editing information using a standard text editor.

In addition, the so-called Worksheets Administration Widget was created for you, which now also allows the easy creation and management of tables in the KundenMeister. Like in an Excel program, you can also save worksheets and tables with important data about your contacts here.

How to add a widget to a contact you can read here in our manual.