Difference between revisions of "CRM Data Management"
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{{Deprecated}} | |||
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 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]]. | ||
Latest revision as of 09:51, 3 September 2015
This article is Deprecated and should no longer be used, but is still available for reasons of reference. |
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