MX-Contact Tour: Folders

		Home \| About Us \| Products \| Support \| Partners \| Contact

Products : MX-Contact : Tour 2 : MX-Contact Functionality

MX-Contact Folders

Many additional folders have been created to store standard CRM-type data.


		Master (Top-Level) folders such as Companies, Contacts, Opportunities
		Sub-folders eg Companies\Products
		Centralised folders for documents, e-mail, journals, calendar and tasks
		Associations Folders for linking items in one folder to those in another
		System Folder for setup / administration

	Tour 1 Outlook / Exchange for CRM
	Tour 2 MX-Contact Functionality
		MX-Contact Toolbar / Shortcuts
		Data
		Folders
		Forms
		Folder Views
		Companies
		Contacts
		Contact Demographics
		Contact Profile
		Opportunities
		Opportunity Details
		Calendar / Scheduling
		Task Management
		Journals
		Documents
		E-Mail
	Tour 3 General Issues

	On-Line Demo
	Powerpoint Tour/Demo