Articles
This article explains how to activate and renew a contract. Activating A Contract 1. In...
Assigning Accounts and Contacts to other UsersIn addition to sharing records with other users, you can change the ownership of a record. Most...
Contract StatusesWhen a contract is created, it is assigned a default status of Draft. Only contracts in Draft...
Creating a Report with the Report WizardThe steps below will walk you through creating a report with the report wizard. 1. In...
Creating and Assigning a Service Request CaseCreating and Assigning a Service Request Case 1. In the Service area, click Cases to...
Exporting Static Data to Excel WorksheetsFollow the steps below to export static data to Excel worksheets 1. In the workplace...
How To Create A Knowledge Base ArticleThis article illustrates how to create a Knowledge Base within CRM 2011 1. Log into...
Publishing a Knowledge Base ArticleAfter you have created a knowledge base article, it is saved as a draft. When you submit the...
Scheduling A ReportFollow the steps below on how to schedule a report 1. In the Workplace area, click...
