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CRM Web ISI Business Solution Template Guide
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Notices
Documentation PDFs
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
Aurea CRM Web ISI Business Solution Template Guide
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Introduction
An introduction to the Business Solution template guide.
CRM Base
Here you can know the basic settings required for Business solution template.
Marketing
Here you can learn about the various marketing and sales related activities.
Administration
Learn about CRM process administration to manage user interfaces.
Various
Learn about the miscellaneous features of business solution template.