The tool, CRM Plus Contact Card Section List allows the creation of one or more lists to be displayed on the card. This list is not editable by a resource. It is simply a listing of data based upon a SQL query.

This list is created through a SQL statement. It may include data from Exact’s Globe, other Back Office ERP software as well as the Synergy tables. Parameters can be used within the SQL statement, to allow you to create a list based upon the specific account that you are displaying.

The columns that are defined in the SQL query canhave hyperlinks to other data, such as Accounts, Items or Opportunities (as an example). Formatting when Numbers or Dates can be defined.

At the top of the list, it is possible to display one or more buttons.

This can be a simple way to display information on an Contact Card.