Knowledge base

CRM General (4)

This category of articles relates to more general routines as well as release notes and a collection of videos.

CRM Deal Input (11)

This category of articles describes deal input for different categories of instruments. We are currently updating these articles so we ask for your patience while we get them ready.

CRM Setup (3)

This category deals with setup-related routines and static data entry.

CRM Reports (3)

This category of articles is all about reporting and the Report Viewer.

CRM Interfaces (1)

Here we will post articles related to interfaces

CRM Back Office (3)

This category of articles deals with back office related routines and procedures.

General (5)

In this Category general information regarding the system is entered e.g. Icon, short key, statuses, Glossary, etc.