This training covers the filter buttons located in the Radar tab of a contact. The Radar shows streams of information about the contact, property or transaction including Notes, Emails and SMS Text messages. The stream icons are either ON (Dark Blue) or OFF (White). To limit which streams are shown in the radar tab simply click on the icon to make the icon dark to turn on that filter. In the example below I have the first 3 stream filters ON which are Notes, Emails and SMS Texts.
Filters:
- Notes - All notes entered by a user into this contact.
- Emails - Any email sent to the contact email address or received into the dropbox email address.
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SMS Text - Text messages sent to this contact.
SEE VIDEO HERE