CRM-service – Resources

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Topics

Admin Guide

Guides for different settings and implementation

Contact Center

For the use of Contact Center Application and Contact Portal

New & Updated Guides

New guides and guide updates for the last 30 days.

Technical Guide

For advanced needs

Update Release Notes

The latest updates in CRM-service

User Guide

For basic CRM usage

Latest

November 18, 2024 New & Updated Guides
Surveys – Question and Element Types
November 18, 2024 New & Updated Guides
Surveys – Question and Element Settings
November 07, 2024 New & Updated Guides
Surveys – Survey Editor
November 07, 2024 New & Updated Guides
Surveys – Themes
November 18, 2024 New & Updated Guides
Surveys – Basic Guide
November 06, 2024 Update Release Notes
2024-11-07 November Release Notes

Spotlight

Help & Glossary

Take control of CRM terms and see tips for easier reading of the site's instructions.

Release Notes

We publish new release notes on Mondays preceding the update on each month's first Thursday. Read about our latest updates here.

E-Signing

E-Signing allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM.

Videos

Complete Guide to Filters

E-Signing

The REST Interface
Combined Shape