merge

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User Guide

Find Duplicates

How to Find and Merge Duplicates With the Find duplicates tool you can merge the data in entities in the modules such as Accounts, Contacts, Potentials, Products, etc. This tool is located in the menu bar of the module (see the picture below). Options In the Options section you can determine, what happens when the duplicates are merged. The […]

Admin Guide

Project Settings

Project Settings It is possible to determine versatile permissions and restrictions to project functions in Profiles’ settings and Additional settings. With these settings, it is easy to either grant access or hide some functions from certain basic users, e.g. based on their job description on the project. An admin has always access to all project […]

    Combined Shape