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16. All options in CRM preferences
Let us discuss all options that are found under the menu option Administration -> CRM preferences. There are two important things to keep in mind: CRM preferences are only accessible for users with 'Administration menu access' rights because they contain...
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12. Administration menu options
Fit your data to your business by customizing templates, contact types, info fields, keywords, tags, activity codes, and many more. How? Many of the customizations can be done within menu options Administration. We will explain each menu item. Note: The...