Create a new User
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...
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Why can’t I see this module?
Community Data Solutions has worked with your organisation to set up several categories of user permissions. Depending on which roles... -
Secure File Transfers Permissions
As part of your engagement with clients, there are documents, forms or other files you may need to provide to... -
How can I Delete a Record?
This Article will assist you on how to use the Delete Action Tool in your CRM database, the Delete Action... -
Edit User Permissions
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and...