• Administration
  • The CRM Web Client
  • After installing the client
  • Tools and procedures
  • Your own company
  • Maintaining internal users
  • Access concept
  • Own products and services
  • Process definition
  • Status bar – escalation management
  • Maintaining contact data - duplicate resolving
  • CSV import
  • CSV export
  • Jobs
  • Licensing
  • Administrator toolbox
  • Workgroup fileserver
  • First aid and trouble shooting
  • CRM app for tablet and pocket
  • Adjusting and fitting
    • System settings and adjustments
    • System variables, macros and methods at the INI-Tag
    • Password policies for password fields
    • Groupware coupling
    • Sales cases
    • Objects - Contract business
    • Marketing actions
    • Products and services
    • Contacts
    • Competitors
    • Documents
    • Correspondences
    • Activities
    • Questionnaires
    • Groupware Connector and synchronization
    • Service and contracts
    • Managing the service response
    • Plugin management for the service - CRM App
    • Resources
    • Country administration
    • Addresses
    • Settings for LDAP usage
    • Tools
    • Project pinboard tracking
    • Journal definition
    • Providing and adapting the report function
    • Configuring the Web Client using environment values
  • Measures to continue using EWS through April 2027
  • JustRelate CRM Documentation
  • Administration
  • Adjusting and fitting
  • Questionnaires

Questionnaires

The questionnaires require administrative settings and adjustments that are explained in context under Questionnaires.

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