Other Features

Create a data export

Managers or users with specific access are able to export data from your CDS database as required. Instructions Step 1....

Download files and documents

A number of modules allow you to attach files to a record. Dependent on your database configuration this may include...

View Change Log

The View Change Log function allows you to view changes made to any records by all database users. Instructions Step 1....

Assign a record to a user

The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or...

Calendar

The Calendar shows past, present and future tasks or appointments. Depending on your database configuration, you can see your own appointments and...

Calendar Integration

The CRM Calendar shows past, present and future tasks or appointments. The Calendar can be viewed from Outlook or Google...

Add a Locality

Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb...

Edit a Locality

Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb...

Why can’t I add a Locality?

Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb...
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