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Articles tagged "item-report" returned 188 results.
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Duplicate Scoring
...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...
Manage your Sales Team Introduction
...Mapping to view the location of Opportunities / Sales or Leads. Create routes and view items in a certain mile range. Click here to find out more. Close modal...
Creating Accounts & Contacts
...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...
Creating Activities & Reminders
...to the Activity. Note Activities will be linked directly to the item they were created from. Fields that cannot be edited are updated automatically once the Activity is saved....
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Categorise Your Data
...against your item click to edit your record and select the Categories you would like to set. Current Categories that are set will appear against “Assigned Categories” you can simply...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Viewing and Uploading Documents
...section and click on the folder you want to upload the file to: Close modal Info Please note that Documents section needs to be screen designed on the items screen...
Create a ‘Cherry Picked’ source
You can approach developing a ‘Cherry Picked’ source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields,...
