Accounts
15 Articles
- Understanding Accounts and Entities
- Exploring the Accounts View
- Exploring Accounts - Summary View
- Exploring Accounts - Edit View
- Switching between an Account Summary and Edit view
- How to Create a New Account
- History Quick Access buttons
- Editing Accounts - Contacts
- Editing Account Addresses - Current, Postal and History
- Editing Accounts - Owned Properties
Contact Logs
12 Articles
- What is a Contact Log
- Explore Contact Logs
- Creating a Contact Log for the General Account
- How to continue a Contact Log conversation
- Using Surveys in Contact Logs
- Creating a Contact Log in a specific Work Area
- How to use templates in Contact Logs
- How to save a template in Contact Logs
- Contact Logs - using EXTERNAL contact reference numbers
- Inserting a web link into a Contact Log