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Related Labels: metrixadministrator, contacts, interactions

Viewing Summary Information (Documentation for Metrix Users and Administrators)
Viewing Summary Information See also: About Interactions About the Contact Overview Form About User Roles Adding Interactions Setting up Interactions Setting up Summary Information The Metrix Administrator can define summaries for individual contact ...
Other labels: contacts, interactions
Setting up Summary Information (Documentation for Metrix Users and Administrators)
Setting Up Summary Information See also: About Interactions About User Roles Viewing Summary Information Working with Interactions History Note: Only the Metrix Administrator is able to access the Summary Info form. Requests for summary information need ...
Other labels: metrixadministrator
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