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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
Search
Home
Reporting
Reporting
Learn about the various types of reporting supported in business solution template.
KPI Report
Learn how to call KPI reports.
Organigram
An organizational chart ("Organigram") can be displayed for all kinds of accounts.
Sunshine Act (1.4.7.402)
Learn about the Sunshine Act and its reporting in business solution template.
Questionnaire & Survey
Learn how to add and edit questionnaire.
Utility functions
Learn how to open a linked record with the default expand header using utility function.
Reporting
KPI Report
Organigram
Sunshine Act (1.4.7.402)
Questionnaire & Survey
Utility functions