General CSV data importing is supported in many modules in the CRM system. CSV data import can be used in the...

General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how...

General   By using target groups you can generate company and personal groups for email marketing, telephone contacting and so...

General The Targets module is used to set and measure the organisation’s goals. Depending on the target type, the target...

General An entity or a record is a single piece of data stored in a system, e.g. a single account,...

General Entities can be deleted from the CRM system in several ways, after which the deleted entities are moved to...