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Web LSI/CG Business Solutions Template Guide
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Using this help
Notices
Documentation PDFs
Support
CRM base
Customer Base (CRM #70000010)
Customer Profile (CRM #70000070)
Relationship Management (CRM #50001400)
Tasks (A1) (CRM #1500?)
Activity and Time Management Activities (CRM #11001)
Occupation Management Process
Marketing
Campaign Management (CRM #70000080)
Event Management (CRM #70000090)
Sales
Administration
Reporting
KPI Report
Organigram
Sunshine Act (1.4.7.402)
Questionnaire & Survey
Utility functions
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad
OneKey Interface
LSI-Template Solution
OneKey Interface
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Various
CRM.pad
CRM.pad
Learn about the business solution template configurations for CRM.pad.
Questionnaire
Learn how to prepare questionnaire and conducting surveys.
Listing
Learn abaout the listing configurations.
POS Monitoring
Learn about Point of Sale monitoring for CRM pad.
Entering Orders
Learn how to enter orders on CRM pad.
Displaying Job Cards (and Items) in a Visit
The details control in the call documentation process should display the job cards (AF) for the company. This is handled using a recursive PARENT or CHILDREN call.
Various
Cascading Style Sheets (CSS)
Search Forms
Filter buttons
KP reconstruction
Filter trees
Win variables in conditions
Light User
Phone
Exchange Connector
ConnectLive
Configuration (MC)
Hook functions
Quick Add / Serial Entry configuration
Yammer
CRM.pad
Questionnaire
Listing
POS Monitoring
Entering Orders
Displaying Job Cards (and Items) in a Visit