CRM
Activities
- Make Reserve Time Checked by Default on Tasks
- Attaching Information to Opportunities
- Event Created for a Group Calendar is not Listed in the Group Calendar
- Create a Shared Calendar
- Multiple Invoices Consolidated Into a Single PDF Document
- Setting Calendar Preferences
CSV Import
- CSV Import > Supplier > Terms
- Delete All Credit Card Details from Customer Records via CSV Import
- CSV Import > Customer > Update Address Fields
- CSV Import > Inventory Items > Item Name/Number
- CSV Import > Import New Item Groups
- Adding New Prospects with Multiple Contacts via CSV Import
Customers & Contacts
- Custom Contact Role is not available in the Contact Role List
- Customer Record > Address > Edit > Make Some Fields Mandatory
- Add/Edit Opportunity Status
- Allow Customer Center Role to Download Files From the File Cabinet
- Delete Customer Records in Bulk
- Setting Price Levels per Customer
DKIM
Emails
- Bulk Email > Contacts, Customers, Employees
- How to Get Email Header In Outlook
- Mail Merge > Bulk Email > Opt-Out Override
- Domain-based Message Authentication, Reporting and Conformance (DMARC)
- Sender Policy Framework (SPF)
- Display Item Table on Email Template