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  1. JCurve Solutions
  2. CRM
  3. Customers & Contacts

Customers & Contacts

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  • 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
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