Recent Articles
Customer Management - Enable customer site management for your users
To join the POC, you will need to tick permission"Use customer site management in software". For this,Go to update on your context, then choose"GENERAL Parametering"and"Customer Management".
Customer management - Information for updating the Customer database
A change on the basis of Customer data will occur.in order to consolidate your data to society. It will no longer be possible to type manuallyThisinformation in your customer's card. The field will be replaced by the listParamble"Society"It is within ...
Customer management - Bulk import plans en masse with customer site management
If youUse the software with Customer Management,Know that the file dâ€TMimport inMass will no longer be the same. Indeed, you can identify customers.for which your action plans are affiliated in column "C Â" of theFile of dâ€TMimport. Indicate the ...
Update a role
If a role needs to be updated (addition, removal of permission(s)), simply return to the corresponding role form, apply the changes and click on the 'Apply to All Users' button. Connection/reconnection is required to reflect the changes.
Changing a Role
In the setting module, go to the user registry by clicking on the menu'Management Users'then on the section'Users'.Click on the button on the line of the user who requires to be attached to a Directory. The Fees assignment page is displayed. Click on ...