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CRM Setup

CRM Setup This chapter describes the setup needed to make use of the SmartTrade CRM module. Cycle Stage Activities To setup SmartTrade Sales

CRM Setup Info »

CRM Process

CRM Process This chapter describe the process how to make use of the SmartTrade CRM additions. These are small additions to the default

CRM Process Info »

Info

Information about your Exsion setup Tab Description Settings Field Description Language Choices are NL, EN, FR or DE. The language setting is saved

Info Info »

Refresh Data

The “Refresh data” button will activate all dynamic downloads and force a recalculation of all formulas so that all information will reflect the

Refresh Data Info »

Join Types

There are 5 jointypes to choose from. Type of join Description 1=Inner Include only records where the joined fields from both tables are

Join Types Info »