Next: On Customer Support Up: Questions Previous: On General Accounting, including
On General Tools, including OTS and CRM
- On News :
- Are news displayed immediately on users' accounts ?
- How do I restrict/authorize news broadcast for my users ?
- On Agenda :
- Is it possible to have coming appointments remembered as I log into Blue Chameleon ?
- My agenda is full of appointments ; how could I make easier distinction between them ?
- On File Manager :
- What kind of files can I upload on the File Manager ?
- Is there a size limit to upload a file ?
- How can I update files on the File Manager ?
- How can I easily move a file from one folder to another ?
- On Customer Relationship Management :
- How can I tell clients from prospects ?
- How can I modify a prospect's general information ?
- How to move a contact from one contact list to another ?
- How should I keep documents ready for mailings and campaigns ?
- How do I get the list of all actions issued on a contact ? Is it possible to print it out ?
- A prospect can now be considered as a full-fledged client. How do I move her/him to the client list ?
Next: On Customer Support Up: Questions Previous: On General Accounting, including