Worksheets Management Widget – Contact

The Spreadsheet Management widget allows you to easily create and manage spreadsheets for individual contacts. As in Excel, you can store worksheets and tables with important data about your contacts.

Learn how to add a widget to a contact here. The so-called widget "Management worksheets' can be included as part of an existing tab or created as another tab.
You can use the crosshairs to move the widget to the desired position on the tab.

Now you can create the table with the required information and associate this list with specific contact groups using the drop down menu. A worksheet for all contacts in the same contact group is then automatically displayed.

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