CEEK |
TopSales CRM, Sales & Marketing Software |
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Contact Profile Using HTML format
Contact profile-HTML feature enable user to show contact details in custom HTML format. User can customize the HTML file use in the contact profile. Function is access from Tasks> Contact Profile-HTML.
Screen shot: Contact Profile-HTML
The HTML file name is define in Tools > System Settings > HTML. User can use any HTML editor to edit the HTML. Refer to fields format section on how add field into HTML file.
Contact profile-HTML function load the HTML file and assign contact field value to the appropriate HTML field. Topsales status bar at the bottom of window will indicate the status of HTML file being loaded.
It is possible for user to add javascript into the HTML file for more advance features.
Pre-formatted HTML files for contact profile:
Description | Download HTML file |
Contact
profile #1 - Full name and other main fields, notes and user definable fields Screenshot: Contact profile #1 |
WebContact1.htm |
Contact
profile #2 - First & last name and other main fields, notes and user definable fields Screenshot: Contact profile #2 |
WebContact2.htm |
Contact
profile with picture - Full name and other main fields, notes, user definable fields and contact picture Screenshot: Contact profile picture |
WebContactPicture.htm |
Contact
profile using tab page - Full name and other main fields, notes, user definable fields Screenshot: Contact profile using tab |
WebContactTab1.htm |
Contact
profile using tab page - Full name and other main fields, notes, user definable fields and Google search Screenshot: Contact profile - Google |
WebContactGoogle.htm |
The files Webcontact1.htm, Webcontact2.htm, WebcontactPicture.htm and WebcontactTab1.htm are included in the Topsales installation package. The files are located in the system folder under Topsales main folder.
Contact profile HTML file guidelines