CRM Maintenance

Calendars & resources

• CRM calendar by company/resource
• Work with CRM resource
• CRM address maintenance
• CRM address prompt

CRM letters

• Maintenance of letter templates
• Auto overdue CRM letters

CRM templates

• Work with CRM templates
• Work with CRM Notification
• Work with CRM contact access
• Work with CRM contact template

Duplicate detection rebuild

• Rebuild CRM match key
• Build CRM match key links
• Contact duplicate maintenance

CRM Seminars/activity

• Work with CRM seminars
• Work with CRM activity

CRM Contact import/Issue export

• Import CRM contact
• Export CRM issue

CRM Trading partner

• Trading partner management