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Difference between revisions of "CRM Data Management"
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(Created page with " The '''Data Management''' option enables creating or viewing the details of accounts and contacts.") |
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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 | The '''Data Management''' option provides several buttons to trigger different actions with ''accounts'' or ''contacts'' as seen in the figure | ||
[[File:EGI_CRM_toolbar_datamamagement.jpg|center|800px]] | |||
Revision as of 09:15, 23 March 2012
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
