CRM Data Management
Revision as of 09:51, 3 September 2015 by imported>Krakow
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