Addresses and CRM root folder

Address search

Sql folder for searching for Addresses.

Companies

Company search

Sql folder that searches for addresses of type Company.

Companies by industry

Keyword Folder for companies with Exclusive feature.

Addresses of type company can be assigned to one of the keywords Industry 1, Industry 2 or Industry 3. The keywords can be modified or expanded if necessary. For more information, see the article on the Keyword Folder.

Companies by address type

Keyword Folder for companies.

Addresses of type company can be assigned to the keywords lead, customer, supplier and other.
You can customize the keywords or add new ones.

Contacts

Contact search

Sql folder that searches for addresses of type Contact Us.

Contacts by category

Keyword Folder for contacts.

Addresses of the type contact can be assigned to Category 1, Category 2, Category 3 keywords.
You can customize the keywords or add new ones.

Persons

Search for people

Sql folder that searches for addresses of type Person.

People by category

Keyword Folder for contacts.

Addresses of type person can be assigned to Category 1, Category 2, Category 3 keywords.
You can customize the keywords or add new ones.

Distributors

Keyword Folder for contacts.

Addresses of the type contact can be assigned to the keywords Newsletter and Christmas Card.
You can customize the keywords or add new ones.

Activity search

Email Search

The Message Body, Sender, and Recipient fields to be searched for are located on the More Info page of the activity.

Evaluations

Addresses without updating since effective date  

Sql folder that shows all addresses that have not changed since the effective date. The criterion is changed on the date on the More Info page of the address. The effective date is set to January 1st, three years ago.

Customers with no activities since the effective date

Sql folder that shows all customers – that is, addresses that are deposited as a customer in a project – for which no address activity or project activity entered was recorded since the effective date. The effective date is the first of the last month.

Root folder addresses and CRM with the following subfolders:

• Address search
• Companies
• Contacts
• Persons
• Distributors
• Activity search
• Email Search
• Evaluations

•  User group Folder Access Addresses and CRM: Control the visibility of the root folder Addresses and CRM.

The users must be User group assigned to the corresponding user group.

Class settings and page customizations for the Address Entryaddress Companycompany Contact, and Person classes.