Difference between revisions of "CRM Data Management"
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Revision as of 09:51, 3 September 2015
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The Data Management option enables creating or viewing the details of accounts and contacts. Accounts represent entities which are being or should be contacted and contacts represent specific individuals. For a complete example see CRM Use Case Record ESFRI Data.
The Data Management option provides several buttons to trigger different actions with accounts or contacts as seen in the figure