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CUSTOMER RELATIONSHIP MANAGEMENT


  Projects (Due in 2005)  

 


Project records can be set up that can have records, checklists and reminders assigned to it, and it has its own history. When history entries are made to the project, they are also saved to the records associated with the project.

When a record is linked to a project, a reference appears on the Active Links tab, and clicking that link will take you to the project.

The project maintenance program allows you to view all current and historic projects.

 
 
 
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