Outlook CRM for Teams | Prophet CRM

How to Customize the Contact Tab

<div>&lt;iframe width="1120" height="630" src="https://www.youtube.com/embed/I3hgubvbaig?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen&gt;&lt;/iframe&gt;</div>

Customizing the Contact Tab Step by Step:

Tracking customer information is useful for a wide variety of reasons, but not every company may need to track the same kinds of information as others. Track whatever information is important to your company by customizing the additional contact information tab.

Step One: Navigate to the Contacts menu

Step Two:
Use the Contacts Field drop-down menu at the top of the page to select which information field you wish to edit

Note: The first field in the drop-down menu is the tab display name, not an actual data field

Step Three:
With the desired field selected press the Edit button to make a customization

Step Four:
Enter the Field Name and select a Field Type

Note: If you don't want to use all the possible information fields you can hide them using the visibility box

Step Five:
Press the Save button

Return to Admin Beginner Guide: 

Contact Us

Please fill out the form below
or call 1-800-399-8980 24 hours!

Success/Error Message Goes Here


"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

See More Testimonials