Webitel: Documentation
Webitel: Documentation
Breadcrumbs

General (Contact groups - Static)

1. Description

General information is specified here.

The section consists of the following fields (Fig. 1):

  1. Name field;

  2. Description field;

  3. State switch.

General - Static group.png
Fig. 1. General detail page

1.1. Name field

A field for entering the name. This is a required field.

1.2. Description field

A field for entering the description of the status.

1.3. State switch

The switch controls the group state — enabled or disabled. Only active groups can be used when selecting a group.

2. Opportunities

2.1. Modify or set parameters

Goal

Modify or set parameters

Preconditions

  1. Access to the CRM application;

  2. Access to the Contact groups section in the CRM application;

  3. Permission to create or edit in the Contact groups section;

  4. At least one record exists or a new one is being created.

Steps:

  1. Click the field to be modified;

  2. Make the required changes;

  3. Click the Save button.

Result

The data is saved.