Welcome to the application administrator documentation for NexJ CRM 8.9

Contents in this space

• NexJ CRM application administration
  • Customizing NexJ CRM
  • Configuring activity plans
    • Configuring activity plan templates
      • FAQs for activity plan templates
      • Adding activity plan templates
      • Modifying activity plan templates
        • Modifying activity plan template details
        • Configuring activity plan template attachments
        • Configuring activity plan template steps
          • Adding activity plan template steps
          • Deleting activity plan template steps
          • Modifying activity plan template steps
          • Rearranging the order of activity plan template steps
          • Adding attachments to specific activity plan template steps
        • Modifying activity plan template status settings
      • Copying activity plan templates
      • Disabling and deleting activity plan templates
      • Assignment model for activity steps
  • Configuring business process templates
    • FAQs for business process templates
    • Business process templates
    • Adding business process templates
    • Modifying business process templates
      • Editing business process template details
      • Configuring steps
        • Adding steps
        • Editing steps
        • Deleting steps
        • Managing attachments for steps
          • Adding attachments to steps
          • Editing attachments for steps
          • Deleting attachments from steps
          • Merge documents and business process templates
        • Managing entry criteria for steps
          • Adding entry criteria to steps
          • Editing entry criteria for steps
          • Deleting entry criteria from steps
        • Managing step entry and exit actions
          • Adding activity plan actions to steps
          • Adding email actions to steps
          • Adding notification actions to steps
          • Adding task actions to steps
          • Modifying actions for steps
          • Deleting actions for steps
      • Configuring attachments for business process templates
      • Configuring entry criteria for business process templates
        • Adding entry criteria for business process templates
        • Editing entry criteria for business process templates
        • Deleting entry criteria from business process templates
      • Configuring exit actions for business process templates
        • Adding activity plan exit actions for business process templates
        • Adding email exit actions to business process templates
        • Adding notification exit actions to business process templates
        • Adding field update exit actions to business process templates
        • Adding task exit actions to business process templates
        • Editing exit actions to business process templates
        • Deleting exit actions from business process templates
      • Adding forms to business process templates
    • Copying business process templates
    • Activating business process templates
    • Deleting business process templates
    • Exporting and importing business process templates
      • Exporting business process templates
      • Importing business process templates
      • Rules for importing business process templates
    • Localizing business process templates using resource files
      • Exporting strings for translation
      • Preparing the localized resource files
      • Importing translated strings
  • Managing notifications that users have turned off
  • Configuring categories
    • Adding categories to the system
    • Modifying categories in the system
    • Deleting categories from the system
  • Configuring client coverage groups
  • Configuring custom fields
    • Adding custom fields to the system
    • Modifying custom fields in the system
    • Deleting custom fields from the system
    • Managing the order of custom fields on the Customize workspace
  • Configuring events
    • Configuring event coverage
    • Managing availability templates
      • Adding availability templates
      • Adding single event meetings to availability templates
      • Adding multiple event meetings to availability templates
      • Editing availability templates
      • Deleting availability templates
  • Configuring leads
    • Setting lead distribution and scoring rules
      • Configuring lead distribution rules
        • Adding distribution rule sets
        • Editing distribution rule sets
        • Adding distribution rules
        • Adding conditions to distribution rules
        • Prioritizing rules in a distribution rule set
        • Editing distribution rules
        • Deleting distribution rules
        • Deleting distribution rule sets
      • Configuring lead scoring rules
    • Configuring call script templates for leads
      • Adding call script templates for leads
      • Copying call script templates for leads
      • Activating call script templates for leads
      • Managing forms for leads
      • Exporting and importing call script templates for leads
    • Associating sales concepts with call scripts
    • Lead management privileges
  • Configuring inbound calls
    • Configuring call script templates for inbound calls
      • Adding call script templates for inbound calls
      • Copying call script templates for inbound calls
      • Activating call script templates for inbound calls
      • Managing forms for inbound calls
      • Exporting and importing call script templates for inbound calls
    • Configuring call reasons
  • Configuring opportunities
    • Configuring opportunity coverage
    • Configuring opportunity templates
      • Creating opportunity templates
      • Configuring stages
        • Adding stages
        • Configuring stage steps
          • Adding tasks to stage steps
          • Adding documents to stage steps
          • Adding attachments to stage steps
          • Modifying stage steps
          • Deleting stage steps
        • Modifying stages
      • Activating and deactivating opportunity templates
      • Editing opportunity templates
      • Deleting opportunity templates
    • Configuring opportunity products
    • Configuring opportunity approvals in business processes
      • Opportunities approval process
      • User roles for opportunity approvals in business processes
      • Adding business processes for opportunity approvals
      • Removing business processes from opportunities
  • Configuring service requests
  • Configuring rules
    • FAQs for rules
    • Adding rules
    • Examples of rules
    • Specifying rule criteria
    • Rule actions
    • Modifying rules
    • Changing the order of actions in a rule
    • Deleting rules
  • Configuring capital markets in NexJ CRM
  • Configuring tasks
  • Reporting
    • Generating ad hoc reports
      • Creating ad hoc views
      • Creating ad hoc reports
      • Running ad hoc reports
      • Scheduling ad hoc reports
    • Generating predefined reports
  • Field control formula reference
    • Formula fields
      • Form fields
      • Object type fields
    • Formula data types
    • Formula operators
    • Formula functions
      • Branching functions
      • Comparison and type check functions
        • Equal()
        • IsDate()
        • IsEmpty()
        • IsIn()
        • IsInteger()
        • IsNull()
        • IsNumber()
        • IsString()
      • Date and time functions
        • Time zones
        • Date and time patterns
        • Date()
        • DateAddDays()
        • DateAddHours()
        • DateAddMonths()
        • DateAddYears()
        • DateDiffDays()
        • DateDiffHours()
        • DateFormat()
        • DateTimeFormat()
        • Day()
        • DayOfWeek()
        • DayOfYear()
        • Hour()
        • Month()
        • Now()
        • Today()
        • Year()
      • Math functions
        • Abs()
        • Ceiling()
        • Floor()
        • Max()
        • Min()
        • Round()
        • Sqrt()
      • String functions
        • Append()
        • Contains()
        • Find()
        • Left()
        • Len()
        • Lower()
        • Replace()
        • Right()
        • Sub()
        • ToNumber()
        • ToString()
        • Trim()
        • Upper()
• NexJ CRM Data Mapping Tool
  • Importing contacts and leads
    • Preparing information for import
      • Creating import packages
        • Creating import package CSV files
        • Creating target definition files
        • Creating mapping files and generating import packages
          • Mapping one-to-one fields
          • Mapping many-to-one fields
      • Preparing lead import CSV files
    • Importing contacts
      • Importing contact packages
      • Reviewing imported contact data
      • Reviewing match results and processing staged contacts
        • Printing match results for review
        • Specifying merge actions
        • Processing staged contacts
      • Completing the import
      • Generating the Import Completion report
      • Deleting contact import jobs
    • Importing leads
      • Sales and marketing classification
      • Importing lead data
      • Reviewing and matching imported leads
      • Importing multiple leads at the same time
      • Generating lead import error reports
      • Deleting lead import jobs
  • Import process customization and tuning
• Setting up NexJ Add-In for Microsoft Office
  • Installing NexJ Add-In for Microsoft Office
  • Configuring NexJ Add-In for Microsoft Office using the registry editor
  • Configuring NexJ Add-In for Microsoft Office using configuration dialogs
  • Customizing NexJ Add-in
• Notices
• Trademarks