Sales Organization Hierarchy
General In the CRM-service system, you must set up a hierarchy of the sales organization structures. The system users are...
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Portal Settings
General The Self-Service Portal is a portal for which you can grant access to your own customers. The modules and... -
Project Settings
General It is possible to determine versatile permissions and restrictions to project functions in Profiles’ settings and Additional settings. With these settings,... -
Custom Row-Level Fields
General The system has four modules that contain row-level data. These modules are Sales Orders, Purchase Orders, Quotes and Invoice.... -
Mail Scanner
General The Mail Scanner function can create HelpDesk support tickets to CRM from the emails received by a certain email...