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CRM

Customer relationship management software.

Industry: Software

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CRM

clone

Software; CRM

Clone is the name of a button or link that allows you to create a new item by copying the information from an existing item, for example, a contact or opportunity.

sidebar

Software; CRM

Column appearing on the left side of each page that provides links to search, recent items, and other resources.

community

Software; CRM

Communities help organize ideas and questions into logical groups with each community having its own focus and unique ideas and questions. Professional Edition organizations can have only one ...

contract line item

Software; CRM

Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.

object-level help

Software; CRM

Custom help text that you can provide for any custom object. It displays on custom object record home (overview), detail, and edit pages, as well as list views and related lists.

field-level help

Software; CRM

Custom help text that you can provide for any standard or custom field. It displays when users hover a mouse over the help icon adjacent to that field.