The Admin Guide explains how the CRM system can be configured and managed by users with administrative privileges. A CRM system administrator needs to be capable to configure the CRM according to the intended purpose and the company's business processes. Any skilled CRM administrator knows that understanding how things work is as important as knowing how things are done. Therefore, the following sections describe not only the CRM functions but also the basics of role-based security and other business-related issues an administrator should consider.

The Admin Guide will make a quick review of the system sections related to advanced administration operations. Some points have already been explained in the User Guide, but we introduce them again in this guide for reasons that all these points are gathered in the same section.

This guide will teach you how to configure and adapt the application to the needs of the users.

Let's get started!

CONTENT:

• Introduction to Role Based Security :
  • Role Based Security Basics :
    • Users :
    • Roles :
    • Profiles :
    • Groups :
    • Sharing Access :
    • Fields Access :
    • Examples :
      • Example 1 :
      • Example 2 :
      • Example 3 :
  • Summarized Rules :
• Basic Customization :
  • Activation of Modules :
  • Installation of New Modules :
  • Create, Hide and Distribute Fields :
  • Picklist Editor :
  • Picklist Dependency Setup :
  • Customizing Recording Autonometer :
  • Establish Coins and Taxes :
• Translation Module :
• Configuration Tools :
  • Menu Editor :
  • Global Variables :
  • Business Actions :
  • Business Mappings and Conditions :
    • Condition Query Business Mapping :
    • Condition Expression Business Mapping :
    • Field Mapping Business Mapping :
    • Extended Field Information Mapping :
      • Configuring Autocomplete and MultiSelect Autocomplete Fields :
    • Record Access Control :
    • List Columns :
    • Record Set Mapping :
    • Module Set Mapping :
    • Field Set Mapping :
    • Master Detail Mapping :
    • IOMap Business Mapping :
    • The Field Dependency Mapping :
      • Examples :
    • Validation Business Mapping :
    • Related Panes Mapping :
    • Import Business Mapping :
    • Duplicate Records Business Mapping :
    • Global Search Autocomplete Mapping :
    • Detail View Layout Mapping :
    • Decision Table Mapping :
  • View Filter Management :
  • Workflows :
    • Workflows Launch Conditions :
    • Workflow step by step explanation :
    • Workflow Tasks :
      • Update Workflow Tasks :
        • Examples :
      • Add Delete Tags Workflow Tasks :
      • Related Product Service Workflow Task :
      • Invoke Custom Functions Workflow Tasks :
  • Scheduled Time based Workflows :
  • SMS Notifier :
• Email Templates and Documents GenDOC :
  • System Architecture :
  • Technology Stack :
    • Frontend technologies :
    • Backend technologies :
  • Logical Data Modeling :
    • Entity Relation Diagram :
  • System Description :
    • Gendoc Extension :
    • GDPR Templates :
    • Merge :
  • CRM Modules :
  • Technological innovation produced :