Basic Record Management

Jordan Edmunds avatar Isobel Honour avatar
25 articles in this collection
Written by Jordan Edmunds and Isobel Honour

User Preference - Default Rows Per Page

This article outlines how to change the default number of rows displayed per page.
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Written by Isobel Honour
Updated over a week ago

Creating Contracts

This article outlines how to create Contracts within the CRM.
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Written by Isobel Honour
Updated over a week ago

User Preference - Setting Recall Limits

This article outlines how to set recall limits within the CRM based on a user's preference.
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Written by Isobel Honour
Updated over a week ago

User Preference - Change Date Display Format

This article outlines how to change the date display format within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a Sales Ledger

This article outlines how to create a sales ledger from the CRM.
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Written by Isobel Honour
Updated over a week ago

Basic Record Management - Introduction

This article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.
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Written by Isobel Honour
Updated over a week ago

Creating a New Division Under an Existing Company

This article outlines how to create a new Division under an existing Company within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a New Contact Under an Existing Division

This article outlines how to create a New Contact under an existing Division within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating an Individual Contact

This article outlines how to create an Individual Contact record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a New Business Contact

This article outlines how to create a new Business Contact within the CRM.
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Written by Isobel Honour
Updated over a week ago

CRM Layout

This document outlines the general layout of the CRM.
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Written by Jordan Edmunds
Updated over a week ago

Hierarchy

This document outlines the hierarchical structure of the CRM.
Jordan Edmunds avatar
Written by Jordan Edmunds
Updated over a week ago

Contact Layout

This article outlines the general layout of the Contact record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Division Layout

This article outlines the general layout of the Division record in the CRM.
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Written by Isobel Honour
Updated over a week ago

Company Layout

This article outlines the general layout of a Company record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Setting an Account Manager on a Division Record

This article will outline how to set an Account Manager against a Division record.
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Written by Isobel Honour
Updated over a week ago

Creating a New Record

This document outlines the process for creating a new record within the CRM.
Jordan Edmunds avatar
Written by Jordan Edmunds
Updated over a week ago

Setting a Relationship

This article will outline how to set a relationship between two records in the CRM.
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Written by Isobel Honour
Updated over a week ago

Changing or Adding Secondary Address to a Contact

This article will outline how to add a new address to an existing Contact record.
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Written by Isobel Honour
Updated over a week ago

Searching for Records

This article outlines how to use the global search within the CRM.
Jordan Edmunds avatar
Written by Jordan Edmunds
Updated over a week ago

Adding Additional Communication details to a Contact Record

This article outlines how to enter additional information such as phone email and social media to an existing Contact record.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting a Contact's Preference Flag

This article will outline how to set the Preference Flags on a Contact record.
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Written by Isobel Honour
Updated over a week ago

Marking a Contact as 'Left Company'

This article will outline how to mark a Contact as 'Left Company'.
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Written by Isobel Honour
Updated over a week ago

Deleting a Contact Record

This article will outline how to delete a Contact record from within the CRM.
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Written by Isobel Honour
Updated over a week ago

Changing a Parent Record

This article outlines how to change the parent of a record within the CRM. This can be done from any level of the CRM hierarchy.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago