General The appearance of CRM2 is defined through the Module Manager and changes made will affect the selected module. The...

General The discussion tool is a way to make the company’s internal information flow about the entities smoother. The comments...

General The CRM-service interface contains several different icons to perform different functions. The system is designed to be intuitive, so...

General With Dynamic Field Formulas, you can for example count values, create conditional clauses, edit fields’ information, etc. within a...

General The default language in the CRM system is English and therefore some of the fields in the modules may...

General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2...

General This page contains examples of the most commonly used Dynamic field formulas. The formulas might not be suitable for...

General The More Information tabs in each module have permanent default views, which show information related to the entity. Even though...

General Formatted Text Area is designed to give the user more freedom to format the text in the Description fields....

General With a process diagram, it is possible to show the values ​​of the field more visually. The process diagram...