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CRM

Customer relationship management software.

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CRM

Email alert

Software; CRM

Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce.com users or ...

Entitlement template

Software; CRM

Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can ...

Solution

Software; CRM

Detailed description of the resolution to a customer issue.

Letterhead

Software; CRM

Determines the basic attributes of an HTML email template. Users can create a letterhead that includes attributes like background color, logo, font size, and font color.

On-demand document

Software; CRM

Documents that are hosted by an application service provider and accessed via the Internet. Google's Google Docs service provides on-demand documents.

Draught article

Software; CRM

Draught articles are in-progress articles that have not been published, which means they are not visible on the Articles tab (in any channel) or in a public knowledge base. Article managers can ...

Dated exchange rates allow you to map a currency conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1. 39 AUD, but on February 1, it changed to 1 USD ...