Welcome to the online help for the NexJ CRM 22.03 release.
Displaying help based on job role
The online help is organized into three information sets in order for you to find the information that is most applicable to your job role:
- End user
This contains the end-user help and focuses on the tasks and goals of advisors.
- Administration help
This contains much of the same information as the end-user help, but supplements it with information dealing with application administration.
- Technical help
This contains information for technical audiences including developers, deployment specialists, designers, and system administrators.
Using the page tree
When you have opened a page in the help, you can click on links in the "Page Topics" page tree to display different sections within the page.
Searching the help
Click the search iconin the top right corner of the help window, enter the text you are searching for, and press Enter to retrieve search results.
Using breadcrumbs to navigate the help
The breadcrumb links at the top of each help page show you where the topic is located in the navigation tree, which displays on the left side of the help window. Click on the breadcrumb links to display pages higher up in the navigation tree.
Expanding diagrams and screenshots
You can click on a diagram or screenshot to view a larger version of the diagram or screenshot. When using the Mozilla Firefox browser or Google Chrome browser, you can right-click on a diagram or screenshot, and select View image to make the image display by itself on a page.
To create a PDF, click on the Download Page & Topics link. The PDF downloads automatically and will include any child topics. You can choose to open the PDF or save it locally.
Printing help topics
To print a help topic, right-click in a topic and select Print. Configure the printing information and click Print.