Public Surveys
General Public surveys work on the same principle as other CRM system surveys, but they allow publishing a survey link...
Data Tools
Data and document management
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Configuring GDPR Tools
General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how... -
Related Lists
General The More Information tabs in each module have permanent default views, which show information related to the entity. Even though... -
Entity Field Change Log
General When enabled, the entity field change log allows the system to show the changes made in the entity card’s... -
How to Add Charts to the Entity
General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2...
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