Survey Themes
General Theme editor allows users to use and edit different themes, so the surveys represent the wanted brand or look....
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Survey Question and Element Settings
General In this guide we go through all possible settings the users have when adding questions and elements to the... -
Survey Editor
General In the survey editor, you can create the survey by adding the questions and adjusting the survey settings on... -
Contact Portal: Settings and Actions
General In addition to the regular modules, an admin user in the Contact Portal can see the Admin module, where it is... -
Surveys – General Settings
General The survey settings are divided into three parts. This article will go through the general settings, the page settings,... -
Scheduled Tasks
General With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target... -
Managing and Creating Document Templates
General You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document... -
Entity’s Owner
General In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The... -
Global Translations
General Translations are often done during the deployment project, but can be modified later. If you need help with translations,... -
System Access
General System access can be set for each entity so that on the strictest (=lowest) access level each user can...