CRM Administration

Users and Access Management

The user management functions are the core of the security management of the CRM system. They control the access to the CRM system based on the users privileges.

Studio

The Studio allows you to customize your master data and to modify the content of the pick lists in each individual module as explained in the following sections.

Communication Templates

Communication templates intend to assist you in working with the CRM more efficiently. The CRM allows you to create and to use templates for mails and documents, to set notifications for special events automaticaly and to manage your inventory.

Other Settings

With the help of the configuration functions, you may specify your company information, design the outgoing mail server and manage your backup access as well as your default currencies.