General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s...

General The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the...

General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A...

General Users can add elements aka widgets to their system’s front page and two of those elements are linked to the...

General In addition to the numeric reports in the portal, the results of the calls performed in Contact Center and Contact...

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

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

General The report generator can be used in cases where you want to find out if there are duplicates in your...