From this page, you can access our most recent product documentation. Use the links below to access the information area for your role and product version.

The information in these help systems includes the documentation for the NexJ products that can be used alongside NexJ CRM (such as Data Bridge and the NexJ Add-In for Microsoft Office) as well as the documentation for NexJ CRM itself.

The majority of the available information is organized into three help systems, organized by role:

• Most advisors and application administrators will find the information they need in the End user and administrator documentation topics.
• If your role is more technical, such as being responsible for deployment, system administration, or development work, refer to the Technical documentation topics.

Additional links are provided for convenience.

On-Premises Deployment

Use this documentation if your company hosts its own instance of CRM

Version 23.02

• End user and administrator documentation
• Technical documentation
• Release notes
• MODL description language reference
• Data Bridge documentation

Version 22.11

• End user and administrator documentation
• Technical documentation
• Release notes
• MODL description language reference
• Data Bridge documentation

Version 22.06

• End user and administrator documentation
• Technical documentation
• Release notes
• MODL description language reference
• Data Bridge documentation

Version 22.04

Beginning with this release, the basic version numbering convention has been simplified to indicate the year and month of general availability.

• End user and administrator documentation
• Technical documentation
• Release notes
• MODL description language reference
• Data Bridge documentation

Version 9.8 documentation

• End user and administrator documentation
• Technical documentation
• Release notes
• MODL description language reference
• Data Bridge documentation

Version 9.6 documentation

• End user and administrator documentation

• Technical documentation

• Release notes

• MODL description language reference

• Data Bridge documentation

Version 9.4 documentation

• End user and administrator documentation

• Technical documentation

• Release notes

• MODL description language reference

• Data Bridge documentation

You can switch between information sets by using the menu at the top of the navigation.

Version 8.9 documentation:

• End user

• Application administration

• Technical documentation

You can switch between information sets by using the menu at the top of the navigation.

NexJ-Hosted Cloud Deployment

Use this documentation if your instance of CRM is hosted by NexJ

• End user and administrator documentation
• Technical documentation
• Release notes