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CRM Web ISI Business Solution Template Guide
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Support
Introduction
CRM Base
Activity Management(CRM 11001)
Customer Base(CRM 70000010)
CRM Intelligence(CRM 1.4.7.400-QV-Analysen)
Customer Fact Sheet
Company - Hierarchy
Relationship Diagram for Company and Person
Reporting Currency
Task Management (CRM 70000020)
Timeline(CRM 2480000)
Trinity
Processes & Forms
Active/Inactive
Upgrading to template version 5
Visit Planning with map support
Marketing
Campaign Management(CRM #70000080)
Event Management(CRM #70000090)
Innovation Management(CRM #70000190)
Sales
Administration
Various
General Structure of Template Processes
Bing Maps Integration(CRM #70000130)
Cascading Style Sheets (CSS)
ConnectLive
Consolidated Settings Menu
Corporate Currency for Reports and Analysis
Changing Template Records
Change Signature & Change Working Hours
Deactivated Template Processes
Exchange Connector
Find-As-You-Type
JavaScript Callback Functions
Light User
LiveTiles
Phone
Queries and Analyses
ReUse Tab
Scura CLM
Template Station Right (Free Fields)
UX Goodies
Social Listener
Yammer
Sofon
New Tenant Number Fields
Search
Home
Marketing
Event Management(CRM #70000090)
Event Management(CRM #70000090)
Learn about event management configurations.
Rights and Triggers
Learn about the rights for various info areas.
Campaign Templates
Learn about the defined campaign template.
Catalogs
Learn about the variable catalog.
Designer Configuration
Learn about the basic designer configuration for event management.
Process Rework Target Group
This process is designed to support the re-working of an automatically generated target group, e.g. by a sales rep.
Marketing
Campaign Management(CRM #70000080)
Event Management(CRM #70000090)
Rights and Triggers
Campaign Templates
Catalogs
Designer Configuration
Process Rework Target Group
Innovation Management(CRM #70000190)
Sales
