Collaboration Categories
I want to merged the two profiles with the duplicate management tool and I wonder what will happen to the collaboration categories on the person. Do I manually have to add them again afterwards or should it be a part of the data merge?
The Collaboration Categories should be a part of the merge when you use the Duplicate Manager.
Massuppdateringar i av personer i ditt CRM-system
En sak som många av våra kunder ofta vill göra är massuppdatera en viss grupp av personer i sitt system....
Knowledge Base Categories
- Tasks
- Student assignments
- Stored data
- SMS Communications
- Security
- SAS Integration
- Reports
- Queries & Reports
- Queries
- Pricing
- Portal
- Persons
- Organizations
- My Alumni Page
- Mira Live – Customer Service
- Mira Fundraising Management
- Mira ERM BASE
- Lists in RM (Relationship Management)
- Integrations
- Importing data
- Hosting & Security
- Hosting
- Getting started
- GDPR
- Fundraising
- FAQ & Support
- Event Management
- Email communications
- Data Quality
- CRM
- Corporate relations
- Contract Education
- Contact notes by e-mail
- Contact Notes
- Contact Information
- Commercial Education
- Collaboration Categories
- Career services
- Alumni relations