[{"id":"ci_9414c1a4937c751d6dc314e9acd6307b5c1e02094937cbdebd0ec80dab92621e","title":"Getting started","path":"/crm-admin/25.05/Cloud/getting-started","children":[{"id":"ci_fae42384449d0e93a28ef9377a5ae7a0f0df011b3d41aff16a502ee617238997","title":"Overview","path":"/crm-admin/25.05/Cloud/overview","children":[]},{"id":"ci_7ad829ed131da72a53d6710557b0e682388a0c5da9151298d077e0d2e5cb9bbd","title":"Regionalization","path":"/crm-admin/25.05/Cloud/regionalization","children":[]},{"id":"ci_0b225c010a417b5098078deeeda7280e88a3ec65a857d8917173986e305dd5d0","title":"Application configuration and customization","path":"/crm-admin/25.05/Cloud/application-configuration-and-customization","children":[]},{"id":"ci_6e4bbf702cfd3905568e4ca6a238e7265393dc084d9759bdfe3d7f6bff0cb2cb","title":"Security settings for objects in NexJ CRM","path":"/crm-admin/25.05/Cloud/security-settings-for-objects-in-nexj-crm","children":[]},{"id":"ci_25cde9518fb0453cca04060ad0698db085603fd41bd7427cad58fd0a25bdd4e6","title":"Information about your NexJ CRM environment","path":"/crm-admin/25.05/Cloud/information-about-your-nexj-crm-environment","children":[]},{"id":"ci_78b44becd4f658c9c4541b92cf481e0b09bfca91cff6929336976cdd313c7f5e","title":"Navigating the NexJ CRM user interface","path":"/crm-admin/25.05/Cloud/navigating-the-nexj-crm-user-interface","children":[]},{"id":"ci_4570c37171a0271f00c245a96a67a01da735613edd833af28d484c83d3c0597b","title":"Searching and filtering in NexJ CRM","path":"/crm-admin/25.05/Cloud/searching-and-filtering-in-nexj-crm","children":[{"id":"ci_5cd08ae1acc26fcd8c96f918e862e4e68096982fe0db54884fde425120655883","title":"Searching for records across the entire application","path":"/crm-admin/25.05/Cloud/searching-for-records-across-the-entire-applicatio","children":[]}]},{"id":"ci_7c5c3327f266fc5d81c1bd8d5c4e4856c0c520a1a3f5a87f88553b2e38e4d251","title":"NexJ Customer Relationship Management workspaces","path":"/crm-admin/25.05/Cloud/nexj-customer-relationship-management-workspaces","children":[]},{"id":"ci_6fc450d81181b27b8fef29fdc3e429184f998bcc380791aa9d27d892785f5b19","title":"Native notifications","path":"/crm-admin/25.05/Cloud/native-notifications","children":[]}]},{"id":"ci_6d70940aabd0c644f2229c7cb1ad3744c768abe06f80aa3187dcebd59986341d","title":"Home workspace","path":"/crm-admin/25.05/Cloud/home-workspace","children":[]},{"id":"ci_b04fcfe7b75e94206bc0371f5a4c08face8dfd2902e5a346828f3e5a327c8518","title":"Activities, tasks, and schedule items","path":"/crm-admin/25.05/Cloud/activities-tasks-and-schedule-items","children":[{"id":"ci_8523e7f2b090a598a040f286c0721c54f5e4c4b05ce275a67dfbd1d984f7e5ab","title":"Activities","path":"/crm-admin/25.05/Cloud/activities","children":[]},{"id":"ci_e103375ab5db0fc07c678d5db67081fc4ca9ea2ec9d47adfee28b2bb3783e97d","title":"Tasks","path":"/crm-admin/25.05/Cloud/tasks","children":[]},{"id":"ci_3348b819d53f947e980c01febb245cbe6b8ccc9c8d7030e4f1863703663b2144","title":"Schedule items","path":"/crm-admin/25.05/Cloud/schedule-items","children":[]}]},{"id":"ci_ce2c67ed8af7e0c78c2aea9cd62e32aa66d07c41843594d33cbf6d1aad2ae333","title":"NexJ CRM integration with Microsoft Office","path":"/crm-admin/25.05/Cloud/nexj-crm-integration-with-microsoft-office","children":[{"id":"ci_e9d5368812675fc78dbeb3aae791e198ee37bed5b4b2e6985d345c364ca1583d","title":"Using NexJ Add-In with Microsoft Outlook","path":"/crm-admin/25.05/Cloud/using-nexj-add-in-with-microsoft-outlook","children":[]},{"id":"ci_b2add7f90eb342ddc18fb8c7df55b01edeb294c4617ca44fc76f1e1f948f39f2","title":"Using NexJ Add-In with Microsoft Word","path":"/crm-admin/25.05/Cloud/using-nexj-add-in-with-microsoft-word","children":[]},{"id":"ci_abc32f7d2ee20abcccda08cccc1eadee0f38274d2660ed2b52e614633c604cc2","title":"NexJ Add-In error handling","path":"/crm-admin/25.05/Cloud/nexj-add-in-error-handling","children":[]},{"id":"ci_f00a12f29eb5ead4d7ac571711845036c2b3699d7a55daf50dad1b54c6409e98","title":"Troubleshooting NexJ Add-In","path":"/crm-admin/25.05/Cloud/troubleshooting-nexj-add-in","children":[]}]},{"id":"ci_ddb9707ba97ab1619a49a663b1816b99d7e6cc9c6b8ac876bf9cdcd1f9c4544e","title":"Campaigns","path":"/crm-admin/25.05/Cloud/campaigns","children":[]},{"id":"ci_497c0989d699f401097ea8c2236ec2048275d3145d96a3ba417074efecafc3ec","title":"Notifications","path":"/crm-admin/25.05/Cloud/notifications","children":[]},{"id":"ci_a3c30f4330d874e5e5a508e00e3d5be8a14f12ccec19fe4210737a80a8ede702","title":"Service level management","path":"/crm-admin/25.05/Cloud/service-level-management","children":[]},{"id":"ci_50bc009a63d64101a67dd2b5f8cb1091a963d261f0f41781f12cf038c7a44459","title":"Engage","path":"/crm-admin/25.05/Cloud/engage","children":[]},{"id":"ci_fbe512a0a2e9f0e1d31bcfc78b4028b52db0e2fce4b718c2e822da1580a338cd","title":"Application administration","path":"/crm-admin/25.05/Cloud/application-administration","children":[{"id":"ci_7c31ce678f7554ff2c0096f47ba67b606a7537f3a955c8b9c757fb91e75b29fa","title":"Customize workspace","path":"/crm-admin/25.05/Cloud/customize-workspace","children":[]},{"id":"ci_17c0fed1e80a50d43acee22d392b215ccf6929dec6266192dd96ad69731d0054","title":"Business process templates","path":"/crm-admin/25.05/Cloud/business-process-templates","children":[{"id":"ci_c7591e904714663c746378a6192c74382224727ef14cb60f09dc3242078ed4b6","title":"Managing Process Management forms","path":"/crm-admin/25.05/Cloud/managing-process-management-forms","children":[{"id":"ci_df88f3c079ed63a3c6b815fc7a5b127db2dc421dffc9b285c14eaffc16a2ee9a","title":"Configuring print documents","path":"/crm-admin/25.05/Cloud/configuring-print-documents","children":[{"id":"ci_3bff31d13a813394a3b89f4d2c85d103e5b6313b86b55f95912a54c81542ad49","title":"Configuring Microsoft Word document merge fields for form templates","path":"/crm-admin/25.05/Cloud/configuring-microsoft-word-document-merge-fields-f","children":[]},{"id":"ci_cfc9cde1420d70c7df04e5805371d0b42f2e4a7871206a8787fa091e5ac4a992","title":"Configuring print document merge fields in PDFs for forms","path":"/crm-admin/25.05/Cloud/configuring-print-document-merge-fields-in-pdfs-fo","children":[]}]}]}]},{"id":"ci_53b606e89a9a0043a01845903a250e5c13e1b3c7089170422cd919c2cf309120","title":"FAQs for custom fields, user fields, and categories","path":"/crm-admin/25.05/Cloud/faqs-for-custom-fields-user-fields-and-categorie-1","children":[]},{"id":"ci_0c5030ced7027e9cd780bc8703b1aa9ce9353b5eb13b3d024dbd53cf51633a5c","title":"Categories","path":"/crm-admin/25.05/Cloud/categories","children":[]},{"id":"ci_ef65f73013ea09051078f43781750d21609528b84c064afded021dc067b35cc2","title":"Client coverage groups","path":"/crm-admin/25.05/Cloud/client-coverage-groups","children":[]},{"id":"ci_8a76418a562a2237c808ae73f75d6f967c3060a3b4eab87ca261c32df49465fc","title":"Custom fields","path":"/crm-admin/25.05/Cloud/custom-fields","children":[]},{"id":"ci_41460ccbee69e082d62865ced45957122482a833f88e05b312fa5f62184917d9","title":"Filters and saved lists","path":"/crm-admin/25.05/Cloud/filters-and-saved-lists","children":[]},{"id":"ci_f87bfa3a4386391d46402c3acd750f73a1e7fc2d05c0aa55f3db4907daac6bcf","title":"Opportunities","path":"/crm-admin/25.05/Cloud/opportunities-1","children":[{"id":"ci_e5f202120d79f74aca1056cf428dc0bd7b99e14d7fc790e375fae8749be2a55a","title":"Configuring opportunity coverage","path":"/crm-admin/25.05/Cloud/configuring-opportunity-coverage","children":[]},{"id":"ci_16ea168df536a44d971c4a25bcac843f1692521ac92725745070af5454482297","title":"Configuring opportunity templates","path":"/crm-admin/25.05/Cloud/configuring-opportunity-templates","children":[]},{"id":"ci_5a396533bd3aa30a908644ba57dba239b366b32e9bb834f0f08c0986ad88efcd","title":"Configuring opportunity products","path":"/crm-admin/25.05/Cloud/configuring-opportunity-products","children":[]}]},{"id":"ci_0861473057980d246737e6b7edefe5b0036a3c8af28e933911110841eb6467a9","title":"Rules","path":"/crm-admin/25.05/Cloud/rules","children":[]},{"id":"ci_6fa50c1c275b928af49904cd684941071ffb459887db88ab2a85f28402aed0d1","title":"Service requests","path":"/crm-admin/25.05/Cloud/service-requests-1","children":[]},{"id":"ci_c501b8de506b2da7b0304cdb8568914af2a20a00cec85c401b7e5d25862b2f3f","title":"Turned off notifications","path":"/crm-admin/25.05/Cloud/turned-off-notifications","children":[]},{"id":"ci_2c6e83115b1855e0ca5598b22053077274f2160c57ef3319dadf64073fbdbd90","title":"Activity plan templates","path":"/crm-admin/25.05/Cloud/activity-plan-templates","children":[]},{"id":"ci_7f4e1dea964b8dc055c573aa008e02f7fa76e2a34d696e9c15cdad24fac36a8d","title":"Importing contacts","path":"/crm-admin/25.05/Cloud/importing-contacts","children":[]},{"id":"ci_65e86ec99812f5f2b10f47431175b3b2589f7002b3950236445d6adc611bc807","title":"Engage configuration","path":"/crm-admin/25.05/Cloud/engage-configuration","children":[]},{"id":"ci_b9f12cc37fc2fdaad9004aa92d4d17d1bc8b6a4e5c7b097c8bff866693f70714","title":"Campaign workflow templates and participant statuses","path":"/crm-admin/25.05/Cloud/campaign-workflow-templates-and-participant-status","children":[]},{"id":"ci_f2b273f26dd83e746ffa60ed777b793b60cd67858b9932465f0948c83f50229d","title":"Managing Inform feeds","path":"/crm-admin/25.05/Cloud/managing-inform-feeds","children":[]},{"id":"ci_4e96bf77765c40f3380d133d9a76ede851f34335db3d5d77af97f42c01cee846","title":"Managing lead status to contact or entity status mapping","path":"/crm-admin/25.05/Cloud/managing-lead-status-to-contact-or-entity-status-m","children":[]},{"id":"ci_1737f9bdf0f8e29237224d9b0219c2d473845ea4703677f5cc3d9b146fdea5e5","title":"Task Management","path":"/crm-admin/25.05/Cloud/tasks-1","children":[]},{"id":"ci_43473881e4b5d08725006f0a2ccb536cbea4f3c3895506d9777b8818824dac0c","title":"Account plan coverage groups","path":"/crm-admin/25.05/Cloud/account-plan-coverage-groups","children":[]}]},{"id":"ci_3ec1e19d84e47c6a3501454cb81dd458e94467208c35e44b3b22ea8421c6e802","title":"Glossary","path":"/crm-admin/25.05/Cloud/glossary","children":[]},{"id":"ci_002cf0cd7d4f5649d981516221045fd053b71b1e2b5a5fdd048819453c74ef08","title":"Terms of Use","path":"/crm-admin/25.05/Cloud/terms-of-use","children":[]},{"id":"ci_615b481d119da68eff9cd9fa954798d5d96718acdf2a027b3b09fefcd2636e2b","title":"Trademarks","path":"/crm-admin/25.05/Cloud/trademarks","children":[]},{"id":"ci_fbc0a391fe292515e67fdd47232421bddda8d829b35ff82203f2f48ad0fa0632","title":"Reporting","path":"/crm-admin/25.05/Cloud/reporting","children":[{"id":"ci_f9376a63d6aeb99c9f245808cd188e38ac5d72f55a4c2f3609577971e97244fe","title":"Ad hoc reports and the Reports workspace","path":"/crm-admin/25.05/Cloud/ad-hoc-reports","children":[{"id":"ci_d8cd32d053ffd13776d8404cc862c7fab12cf269032523b82ff4200a392a9ea4","title":"Example: Running a report provided by NexJ","path":"/crm-admin/25.05/Cloud/example-running-a-report-provided-by-nexj","children":[]},{"id":"ci_58c60c7d0cc6f7d6f6aac26228a75a615dd6ad5f093c7769d27dd3f6d7a6a635","title":"Report Builder","path":"/crm-admin/25.05/Cloud/report-builder","children":[]},{"id":"ci_32343f1375d4614eb9b9a84b27a7aa894aed85f4b7ce5679ea24a3c2588eafa8","title":"Report Viewer","path":"/crm-admin/25.05/Cloud/report-viewer","children":[]},{"id":"ci_dedecf0c832b65b7ac1c6901d994df031429708d1b7e02ef2db804b33e433ee4","title":"Report fields","path":"/crm-admin/25.05/Cloud/report-fields","children":[]},{"id":"ci_dab7f4bddf1e1f379747a41053186661ded160359c142ba275dbf3e84adb6c39","title":"Viewing existing reports","path":"/crm-admin/25.05/Cloud/viewing-existing-reports","children":[]},{"id":"ci_d7aae4ad3c33121d950f970bd33910d5a60b7e65bbc43594d93df7876965eb3a","title":"Creating new reports","path":"/crm-admin/25.05/Cloud/creating-new-reports","children":[]},{"id":"ci_906b89b9fd29a67fd5443e48e07eca03c1a96eba346b125c2daade78094a09d0","title":"Filtering reports","path":"/crm-admin/25.05/Cloud/filtering-reports","children":[]},{"id":"ci_8e28b72b5f4bf663bec6052841ac48506ea375ff5143b207e4c21da9ae3a9776","title":"Adding groupings and calculations to the report summary","path":"/crm-admin/25.05/Cloud/adding-groupings-and-calculations-to-the-report-su","children":[]},{"id":"ci_64d562903ce3e4caf863aa52a53a87b67eb323b98f5a745c903f49d1327cc07c","title":"Visualizing reports","path":"/crm-admin/25.05/Cloud/visualizing-reports","children":[]},{"id":"ci_fc7031689799acf8ea8a5f05d1f99f3a1543837b046c07031dcd6f2ab0a2f170","title":"Scheduling reports","path":"/crm-admin/25.05/Cloud/scheduling-reports","children":[]},{"id":"ci_3281e1690f68229a8a40772542631e7301cd6e9e3ab1f89b36f466c455f02c29","title":"Modifying reports","path":"/crm-admin/25.05/Cloud/modifying-reports","children":[]},{"id":"ci_cf7e1a84bd04433cdaf14dd313d78263a07f0d11892c6b242267fd76e2dbf2e2","title":"Sharing reports","path":"/crm-admin/25.05/Cloud/sharing-reports","children":[]},{"id":"ci_9ad3ce0940e28b92f9b90b037f10508f6d2739fc52f3d703de425c547869456c","title":"Exporting reports","path":"/crm-admin/25.05/Cloud/exporting-reports","children":[]},{"id":"ci_d34bfacff3f7687ac8745f6181fb665ea5ac0fa83a5a6c9b014114c605b943ff","title":"Cloning reports","path":"/crm-admin/25.05/Cloud/cloning-reports","children":[]},{"id":"ci_5e5bae7c7448185e65c018190a3fbc908684d16dc7c375752bb4e15aa905c4e7","title":"Dashboard Viewer","path":"/crm-admin/25.05/Cloud/dashboard-viewer","children":[]},{"id":"ci_9389ceb290cb337a2d247e77519173eb87c0418458ff4d3a1c881669dfe5a534","title":"Working with dashboards","path":"/crm-admin/25.05/Cloud/working-with-dashboards","children":[]},{"id":"ci_c04e83f4a6c3be187a1a10a6dea35bd7ab25e5b5c72fa5db74087d6c0f10ac39","title":"Example: Tracking activities through ad hoc reports","path":"/crm-admin/25.05/Cloud/example-tracking-activities-through-ad-hoc-reports","children":[]},{"id":"ci_4250f2183914d6e04c54d3c63be3a3e7506d23eaa4880ecfe4a74e1829f2fb8a","title":"Working with calculated fields","path":"/crm-admin/25.05/Cloud/working-with-calculated-fields","children":[]}]},{"id":"ci_87d964ccbded8c5c96006d2519260bcbb162f60406bd8e52c2b72ed81241ab68","title":"Predefined reports","path":"/crm-admin/25.05/Cloud/predefined-reports","children":[]}]},{"id":"ci_4eac365b6b4584b994b7b4308cfe654e5629e627b6bb4d61ee386e65c2eea44d","title":"Contacts, companies, households, users, and leads","path":"/crm-admin/25.05/Cloud/contacts-companies-households-users-and-leads","children":[{"id":"ci_db585bafded5c159d26da3cfd4957869c43b559245073d0f643159ff4e6ab111","title":"Deactivating and activating entities","path":"/crm-admin/25.05/Cloud/deactivating-and-activating-entities","children":[]},{"id":"ci_89bdd468a2cdeb96605a8fa3a398765a2a15fa578898253e47984ff567423af6","title":"Adding notes","path":"/crm-admin/25.05/Cloud/adding-notes","children":[]},{"id":"ci_6a2a2f7a1a521c00f131323174766a7f15d8339fee601ad11108c289602742a9","title":"Managing addresses","path":"/crm-admin/25.05/Cloud/managing-addresses","children":[]},{"id":"ci_a50732b1b103985eefe6428acd1abed248822722a833dad68b97f7ca92af0e34","title":"Managing communication methods","path":"/crm-admin/25.05/Cloud/managing-communication-methods","children":[]},{"id":"ci_a581771de44dd0a5fa37240a31724ba83853136d943ab5ba3cc8d1561484720b","title":"Custom fields, user fields, and categories","path":"/crm-admin/25.05/Cloud/custom-fields-user-fields-and-categories","children":[{"id":"ci_06d345bb080790167979f66b4141cc2a367cd763b85b419f0c63f87fcfcb8c03","title":"FAQs for custom fields, user fields, and categories","path":"/crm-admin/25.05/Cloud/faqs-for-custom-fields-user-fields-and-categories","children":[]},{"id":"ci_c8ee82613fdd25576ca7586f69aead985b5a1d1717f03e53eb82249e605954e4","title":"Managing custom fields","path":"/crm-admin/25.05/Cloud/managing-custom-fields","children":[]},{"id":"ci_7b0062efd9fd5166c48fd20deca20c28c1dd4c9b8248620d3002cee143e54bf0","title":"Managing user fields","path":"/crm-admin/25.05/Cloud/managing-user-fields","children":[]},{"id":"ci_df6615964a8f4021ce65bd95fa2951ff1042a343533df576d84d61e6bdd5ccc8","title":"Managing categories","path":"/crm-admin/25.05/Cloud/managing-categories","children":[]}]},{"id":"ci_3b2d1b23687740fea5237697325918ee72d5bd2240239c2755bc1de33acb1917","title":"Saved lists","path":"/crm-admin/25.05/Cloud/saved-lists","children":[]},{"id":"ci_b37aad57b2cdec06618d37cf6d2595bccaa51f5558c4382be050eba69d2893a6","title":"Batch operations","path":"/crm-admin/25.05/Cloud/batch-operations","children":[{"id":"ci_9c9916e03e782024d28a81c13522c2a7f6941c85e29ae51b8b5d906203252ae8","title":"Using tokens","path":"/crm-admin/25.05/Cloud/using-tokens","children":[]}]},{"id":"ci_fa1e929f06b850af97fdcd75b916d30ad82e5de848d3d8af33544fdedf1741ca","title":"Exporting entity data records","path":"/crm-admin/25.05/Cloud/exporting-entity-data-records","children":[]},{"id":"ci_000b5a4970363cdd202d56adee156a16b75a8767d3acf104d84188894136d645","title":"Merging entities","path":"/crm-admin/25.05/Cloud/merging-entities","children":[]},{"id":"ci_bad973bfb27eb0d9bc3c64ae2f7c09a83ce9841dc7e0813dcc4b0b4a474a78fd","title":"Specifying view and edit security for entities","path":"/crm-admin/25.05/Cloud/specifying-view-and-edit-security-for-entities","children":[]},{"id":"ci_bc0b151adeafce0a9db36e1aede28540a611e0662c266a614169a4ab9cbc0499","title":"Inform","path":"/crm-admin/25.05/Cloud/inform","children":[]},{"id":"ci_2baf2b31e2b25ee5740be86eae97d9ad98b19d1e34b2f7293a17c250a9bb4ffc","title":"Managing identifications","path":"/crm-admin/25.05/Cloud/managing-identifications","children":[]},{"id":"ci_e5b3f6c445ef38de439adc4972368b6b0d96befffd5360c36e20189f6accf253","title":"Relationship hierarchy","path":"/crm-admin/25.05/Cloud/relationship-hierarchy","children":[]},{"id":"ci_4eb414d2665570bc4c7ade243aaaa4197215bc1b88c1f9a8b4dfaa57872c9dca","title":"Households","path":"/crm-admin/25.05/Cloud/households","children":[]},{"id":"ci_9f0ed685aabf80e72878dd8c045406f3953756c477a7e2a8884a63e02f9f01f5","title":"Adding contacts and companies","path":"/crm-admin/25.05/Cloud/adding-contacts-and-companies","children":[]},{"id":"ci_6e599e479c7f88f8210f190d17cec6a59e002e0ba458b9bb4ea6f02e54df4231","title":"Managing leads (Integrated Lead Management)","path":"/crm-admin/25.05/Cloud/managing-leads-integrated-lead-management","children":[]},{"id":"ci_713c9284e2c0efdcec5b359149d055843421d6c6fc50deed328f7dee8959deab","title":"Coverage","path":"/crm-admin/25.05/Cloud/coverage","children":[]}]},{"id":"ci_3e5bc79673b5116d9d876ae2c5c4376cc9097daaa64b3c28b093d0e55295616b","title":"Opportunities","path":"/crm-admin/25.05/Cloud/opportunities","children":[{"id":"ci_ae31ba842ddea2efd48c267384daa8780dd9b0f9cf2bb7080ffe2fdcc1e8f629","title":"Creating and managing opportunities","path":"/crm-admin/25.05/Cloud/creating-and-managing-opportunities","children":[]},{"id":"ci_fc9ed5318e5de599228ecede54e42dd2de85c571a82a9278db10c3b50b7bd744","title":"Viewing opportunity information","path":"/crm-admin/25.05/Cloud/viewing-opportunity-information","children":[]}]}]