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CRM

Customer relationship management software.

Contributors in CRM

CRM

Standard and custom summary fields defined for a report. Standard summary fields are report columns with one of the following summaries applied: sum, average, largest value, smallest value. Custom ...

Home tab

Software; CRM

Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.

Summary report

Software; CRM

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this ...

Tabular report

Software; CRM

Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. ...

Relationship group member

Software; CRM

The accounts that you add to relationship groups are called relationship group members.

Text ad

Software; CRM

The advertisement that runs on a search engine when triggered by a user entering your keywords. It typically contains an action-oriented message that links from a search engine to your website. You ...