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

September 04, 2024 Update Release Notes
2024-09-05 September Release Notes
September 03, 2024 Admin Guide
How to add charts to the entity
August 06, 2024 Update Release Notes
2024-08-01 August Release Notes
June 03, 2024 Update Release Notes
2024-06-06 June Release Notes
May 02, 2024 Reports
Home Page Charts
May 02, 2024 Update Release Notes
2024-05-02 May 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