Document Templates – Using Tags in ODF/OOXML Templates
General For example the Word (.docx, .rtf) and Excel (.xlsx) files and PDF and Open Document format files can be used...
Data Tools
Data and document management
-
-
Restricted fields – Setup and Management
General The Restricted Fields feature allows admin users to control individual users’ access to specific data. Currently, the feature is... -
Audit Trail
General The Audit Trail is a security and monitoring feature in the CRM system that records information about actions performed... -
Scheduled Field Update Using Report Generator
General This feature allows you to calculate desired values, such as a sum or count, and write the calculated result...
Need Support?CONTACT SUPPORT