Customer-Related Tasks Summary

This online help is for the Customers part of the Administrator Portal interface, which allows you, a company administrator, to perform a number of tasks relating to customers.

Note: To manage CRM records, you must have the correct licence and Contact’s internal CRM database must be enabled for your company by your reseller.

Note: The various features and functionality involved in customer-related tasks are licensable options for which you must have the correct licence(s) and appropriate privileges.

For a summary of the privileges required to perform specific tasks, see Privileges summary.