Searching for Duplicates with the Report Generator
General The report generator can be used in cases where you want to find out if there are duplicates in your...
Data Management
How to manage data in different registries and reports
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CSV Import
General The CSV file import function can be used to import structured data into the CRM system. The tool is... -
Account hierarchy visualization
General Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it... -
Merge Entity module tool
General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that... -
Restricted Fields
General The Restricted Fields feature allows certain contact information to be visible only to users who have been explicitly granted...
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