Edit and delete iCRM functionalities

The functions and screens for setting each iCRM function are explained in detail in the following pages. The procedures for editing and deleting, however, are common to all:

 

Edit functionality

The user is required to have the following access options enabled to be able edit iCRM functions:

EPS > SALES > RECORDS > CRM > FUNCTION NAME > EDIT FUNCTION NAME

 

In the system’s main screen, click Sales > CRM and select the appropriate function, or enter the function’s name in the Quick Search field.

Click the appropriate item to select it.

Click Edit.

Make the necessary changes. For more information, refer to this specific function chapter in this manual.

When finished, click Save.

 

Delete functionality

The user is required to have the following access options enabled to be able edit iCRM functions:

EPS > SALES > RECORDS > CRM > FUNCTION NAME > EDIT FUNCTION NAME

 

In the system’s main screen, click Sales > CRM and select the appropriate function, or enter the function’s name in the Quick Search field.

Click The appropriate item to select it.

Click Delete.

Click Yes to confirm the action.

Note: In some cases, if the selected item is being used, the system displays a message that it can not be deleted.