Address book
- Types of reports
- Interactions
- Set up a territory
- Set default fonts for email messages
- Set up an email autosignature
- Set an address book entry as a partner
- Set an address book entry as a competitor
- Send email to a contact
- Send Mass email
- Send Mass email from Favorite List
- Search notes in the following tab
- Search for entries by a field
- Retrieve related entries
- Retrieve partners associated with address book entries
- Retrieve contacts from the contacts following tab
- Retrieve address book entries by category
- Retrieve a favorite list
- Retrieve a favorite list automatically
- Retrieve a column setup
- Remove values from a field in multiple entries
- Relate two address book entries
- Record ownership
- Receive a phone call
- Print details of an entry
- Print a column report
- Phone formatting
- Phone an address book entry
- Multi currency
- Modify multiple entries
- Modify a default entry