Edit Contacts Settings


Purpose: The Contacts object in Kizen can be edited. The settings include enabling activities, creating relationships with contacts or custom objects, and configuring the widgets included on the contacts page

1. From the toolbar, navigate to Data tab


2. Select Contacts


3. Click on the Settings icon


4. Select Object Settings



5. Enable or Disable Activities - associate contacts with scheduled or logged activities


6. Create relationships between contacts or other objects


7. Configure Record


    7.1 Use the eye icon to hide sections

    7.2 Use the six dots to re-arrange the order of widgets


8. Click Save


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