Drag and Drop

JustRelate CRM supports drag and drop. This allows you to conveniently copy items of an overview list to another one, or from an overview list to a tab, if the lists represent the same view of the relation. The tabs of the forms are brought to the foreground when the mouse pointer with the copied record hovers over one of them.

You can select contacts from the contact relation in a marketing action and drag (copy) them into the contact relation of an activity (for contact ...). Contacts or documents from a sales case can be copied into another sales case, etc.

In addition, the CRM supports dragging and dropping files (documents) from the local system to the CRM document management. This way, a new document record is created automatically.

You can drag documents from your user system directly into a document relation (Documents tab). The relation and a new record are created automatically.