Welcome to the online help for NexJ CRM release 22.03.
Displaying help based on job role
The online help is organized into two information sets in order for you to find the information that is most applicable to your job role:
- User and Administration help
This contains end-user help, which focuses on the tasks and goals of advisors, as well as information dealing with application administration.
- Technical help
This contains information for technical audiences including developers, deployment specialists, designers, and system administrators.
At any given time, the name of the current help set appears at the top of the navigation tree. A drop-down menu in the same location allows you to change between the help sets at any time.
Using the page tree
When a page in the help is open, 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.
Your feedback on our NexJ CRM documentation is important to us. Please email us at email@example.com and tell us what you think. We can't continue improving without your help.
You can also click the feedback widgeton the bottom right of a page to provide your feedback.
- Getting started
- Home workspace
- Contacts, companies, households, and users
- Adding contacts and companies
- Deactivating and activating entities
- Adding notes
- Managing addresses
- Managing communication methods
- Custom fields, user fields, and categories
- Saved lists
- Batch operations
- Exporting entity data records
- Merging entities
- Specifying view and edit security for entities
- Relationship hierarchy
- Account plans
- Managing identifications
- Activities, tasks, and schedule items
- NexJ CRM integration with Microsoft Office
- Business processes
- Service requests
- Service level management
- Import contacts and leads data
- Application administration
- Customize workspace
- Business process templates
- FAQs for custom fields, user fields, and categories
- Client coverage groups
- Custom fields
- Filters and saved lists
- Account plan coverage groups
- Service requests
- Turned off notifications
- Activity plan templates
- Importing contacts
- Importing leads
- Campaign workflow templates and participant statuses
- Managing Inform feeds