Using update.seven server
Learn where to use CRM.server.
You can use update.seven server to:
- Add a to-do, see Automatically Completing To-Dos.
In addition, update.seven server is used to automatically perform various calculations used by the business logic, see To-Do Types (update.seven server).
- Define an automatic marketing activity, see Automatically Executing Marketing Activities.
- Define that hierarchy codes should be updated automatically, see Automatically Updating Hierarchy Code Fields.
- Calculations for the sales planning&optimization functionality are performed as described for CRM.server,see Sales Planning.