All Collections
Organisation/customer card and persons/contact card
14 articles
New organisation view/customer card: Introduction
New organisation view/customer card: Setup
New contact card/person card: Introduction
New contact card/person card: Setup
Duplicate validation: Organisations
Create an organisation - Quick create
Managing e-mail addresses
Create or edit a Person
Create new Territories
Duplicate validation: Person
Copy a Person
Move or merge a Person
System Settings: Drop Down lists: Organizations
Custom fields - Persons