CSV Import General The CSV file import function can be used to import structured data into the CRM system. The tool is...
Configuring GDPR Tools General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how...
Target Groups General By using target groups you can generate company and personal groups for email marketing, telephone contacting and so...
Targets General The Targets module is used to set and measure the organisation’s goals. Depending on the target type, the target...
Entities – Basic Guide General An entity or a record is a single piece of data stored in a system, e.g. a single account,...
Recycle Bin and Deleted Entities General Entities can be deleted from the CRM system in several ways, after which the deleted entities are moved to...