Customers & Contacts
- Custom Contact Role is not available in the Contact Role List
- Update Primary Contact of an Existing Customer
- Permission to Merge Entity Records
- Duplicate Contacts with Multiple Contact Categories in Contacts List
- Merging Customer Records
- Define Minimum Order Amount per Customer
- Update Customer Contacts thru CSV import to Set Them as the Primary Contact
- Truncate Number at the Beginning of the Company Name on Contact Record
- Display Contacts Only With Email Addresses in a Contact Saved Search to Use in a Dynamic Contact Group
- 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
- Bulk Email / Contact Email Hierarchy
- Parent-Child Relationship for Customer Record
- How to Enable Duplicate Detection
- Customer Start Date
- Advanced Partner Centre
- Saved Searches – Easily Assign Partners to Customer Records
- Deleting a Customer Record
- Customer Category and Message Lists
- Delete Contacts in Bulk
- Customer Centre