Getting Started
Default solution folder, feel free to edit or delete it.
These settings make life easier. You only have to change these once for your login.
Open "Options"
Choose your opening page, set your ...
Sat, Aug 15, 2020 10:20 PM
The main navigation for CRM is in the top left corner, next to the ASCO logo.
When you click on this button, you will be able to choose between "S...
Sat, Aug 15, 2020 10:20 PM
The "What's New" tab is a great view to start on when you open CRM (set your starting page in the One Time Settings)
This view shows you...
Sat, Aug 15, 2020 10:20 PM
In almost every type of object in CRM, you can add a "Post" that others can read.
When you open an Account, Contact, Opportunity, Quote etc...
Sat, Aug 15, 2020 10:20 PM
In CRM, there are many different screens with the same filter/search/navigation options. The below tips can be used in Accounts, Contacts, Quotes, Opportuni...
Sat, Aug 15, 2020 10:20 PM