Popular Articles
Add Article
The Help Center module is an online knowledge base to contain solution articles for addressing various issues. You can group the solution articles under suitable custom sections for ease of reference. You can also import articles from an external ...
Online Group Chat (Chat Rooms)
Team Collaborations provides real-time collaboration through built-in chat rooms which allows everyone to quickly come together to discuss important topics and make decision faster. You can create chat topics, invite participants, discuss and above ...
Lock/Unlock Email Account
Lock Mail Add-on Configuration The configurations for Mail Add-on can be changed only by the users themselves. You cannot change the configurations of other user's mail accounts, however, you can lock the configurations as an Administrator. On ...
What is Logo-linkback URL?
Logo-linkback URL is the page to which your customers would be re-directed when they click on your organization's logo in the customer self-service portal. For example, you can provide the homepage website URL of your organization.
What is the difference between Role and Profile?
In CRM, Role defines a position of user(s) within the organizational-wide hierarchy. It can be used to provide or restrict access to the CRM data. Whereas Profile defines the set of permissions to access the features in the CRM.