Address book
- Modify a currency in the currency library
- Merge fields
- Maximizer quick search tricks
- Key fields for different types of entries
- How to convert multiple entries from individuals to companies or contacts
- How to change browser resolution
- Global edits
- Find duplicate address book entries
- Filtering the interaction list
- Filter the list of activities/tasks on Hotlist Module
- Enable logging for phone calls
- Email profiles
- Edit an email profile
- Draw a map of an address book entry
- Custom tab
- Create an interaction
- Create an email template
- Create a favorite list
- Create a column setup
- Create a coloring rule
- Converting existing phone notes to interaction logs
- Complying with anti spam regulations
- Combine information from multiple entries
- Change the currency in an opportunity
- Change an existing column setup
- Available preference settings
- Associate an email to an address book entry
- Assign a territory to an address book entry
- Apply a coloring rule
- Align territories