Setting up the Contact Manager
Apr 26, 2007

Our contact manager or CRM is the core of our modules, it controls and allows you to edit, alter or create data for nearly all of our other modules.

Setting up the CRM is typically very fast since it comes pre-configured for the most common business needs. The first thing you want to do is to update the forms that data is entered into for contacts and companies. A typical thing that will need to modified is the demographics information you want to gather  about contacts and companies. 

  



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