deals: FAQ

FAQ for End Users

What is the difference between a Contact, a Person and a Company in ECM?
How can I link a person to a company?
Why am I unable to see all the records in the system?
What is a static list and in which cases should I use it?
What is a dynamic list and in which cases should I use it?
How are tags managed in ECM?
How many tags and lists can I create in the system?
What is 'Yet to Transcribe' and how to use it?
The timestamp on records seems to be incorrect. What's wrong?

FAQ for Administrators

What is recommended for a quick implementation of ECM?
What is difference between a Standard user, a Restricted one and an Administrator
What is a Restricted User and what's its practical use?
I need to give access to a new user. What is the process?
Explain Groups and how can I segment users?
I need to provide access to hundreds of my channel partners. What is the best way?
How can I make best use of ECM for a tradeshow/event?
How can I import data as a Company rather than a Person?
Why my Export Data in non-English language cannot be read in Excel?
How can I enable Maps functionality?
How can I prevent selected contacts from being Geocoded?
I created a new field as Date type but it does not seem to work. Why?
How are dates stored in the system and do I need to change the format?
What other considerations do I need to know when importing data into ECM?
What happens to the records which are merged?
How can I create customized fields within ECM?
How can I send the submissions of an external web form into ECM?

General FAQ

What are known bugs in the system and what is the plan to correct them?
What new features have been added to ECM recently?
What are planned features in ECM?
How can I contact Support?