CRM 6.5.3 Attributes Oct/17/2005 Custom field for Personnel contacts within Tradepoint allow you to specify detailed information per contact. These fields are searchable and indexable with Tradepoint. This section has the same functionality as Your Data. More Back to top 6.5.4 Notes Oct/17/2005 Each Personnel contact has a Notes section for information that may not fall within the parameters of your Personnel contact information for a Business to Consumer Contact. More Back to top 6.5.6 Tasks Oct/17/2005 Tasks in this section are specific to Personnel contacts. Reminders can be created for these Tasks that will then appear within your Flyout Panel as they come due. More Back to top 6.5.7 Appointments Oct/17/2005 Appointments can be created specific to Personnel contacts. They will appear within your schedule. Reminders can be attached to these Appointments which will show up in your Flyout Panel as they come due. More Back to top 6.5.8 Products On Loan Oct/17/2005 Products On Loan can be attached to Personnel contacts through this section. More Back to top 6.5.9 Documents Oct/17/2005 Full Document Management capabilities is available to each Personnel Contact specific to each of your Personnel contacts. More Back to top 6.8 Product Lines Oct/13/2005 Tradepoint CRM enables Product Lines within Resellers allows you to manage and track not just the lines a particular Reseller carries but how many of each Product has been sold to date. More Back to top 6.9 Products Owned Oct/13/2005 Products Owned within the Customers section is where a Customers purchase history will be tracked. The date and Product will automatically be kept in this section for each Product purchased. More Back to top How to Find and Undelete a Contact Nov/22/2011 How to easily find and undelete a deleted contact. More Back to top 5.16 Mass Email Campaigns - Part 1 Creating Searches Apr/18/2010 Create Mass Email Campaigns in Tradepoint using a two step process. This article explains how. More Back to top 1 2 3 4 5 6 7 8 Loading…