Welcome to your CRM Database
Your Database Your CRM database has been built to assist you in providing service to your customers. It will allow...
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Getting Started
These articles will assist you in accessing and understanding your CRM database.
Items include Using the Knowledge Base, Logging on to the Database, and updating your password.
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Getting Help
The Community Data Solutions team worked with various members of your organisation to scope, design and deliver your CRM system.... -
Using the Knowledge Base
This Knowledge Base has been created to help you find answers to questions that arise while using your Community Data... -
Log On
Community Data Solutions has provided your organisation with a web address to access the system. Entering this address into a... -
Searching for a record
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common... -
Dashboard
Upon logging into the system, the home screen will be visible. The details presented may vary somewhat to that shown... -
Dashlets
Dashlets are smaller, floating windows shown on the main screen i.e. your Dashboard. The Dashlets shown in the example below... -
Add a Dashlet
Smaller, floating windows shown on the main screen are called Dashlets. Additional dashlets can be added as required. Instructions Step... -
Move a Dashlet
Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be moved around the homepage to the... -
Edit a Dashlet
Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be edited to alter how they display...