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What’s new?

Check out the information about the latest update of CRM-service
Release Notes

Popular Articles

  • Survey Themes
  • Surveys – Basic Guide
  • Survey Editor
  • Targets
  • Setting Up a New Survey

Tips

Need help with the terms or other tips? Check our basic guide.
Help & Glossary
  • Search Functions

    General Search functions are designed to make finding information as easy as possible. Our CRM system provides users with a...
  • System Access

    General System access can be set for each entity so that on the strictest (=lowest) access level each user can...
  • Product Select Popup Customization

    General The categories and fields shown in the product select popup can be determined in the settings. The fixed categories of...
  • Controlling CRM Search Results via Settings

    General It is possible to limit the search results in the system settings. Suppose you do not want data from...
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