Scheduled Tasks
General With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target...
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Managing and Creating Document Templates
General You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document... -
Entity’s Owner
General In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The... -
Global Translations
General Translations are often done during the deployment project, but can be modified later. If you need help with translations,... -
System Access
General System access can be set for each entity so that on the strictest (=lowest) access level each user can...