Welcome to the Enterprise Customer Relationship Management Platform (ECP) Help. The topics listed below will help you with getting started using ECP quickly. When you have more time, select any of the Help topics from the Contents for general information, or use the Index and Search features of the Help system to locate specific information.
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This topic describes the features of ECP, and basic program navigation. | |
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This topic describes the use of the Quick Add/Search feature and some of the advantages over conventional record adding and searching methods. | |
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This topic describes basic navigation in the various calendar views, and calendar button functions. | |
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This topic describes the procedure for adding a Contact record. | |
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This topic describes the features and use of SmartPad. | |
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This topic describes letter templates, form letters, and letter import features. | |
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This topic describes the basic procedure for Contact record searches. | |
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This topic describes the advanced features that are available for record searches. | |
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This topic describes how to compose and send e-mail messages through ECP. | |
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This topic describes how to set up and generate activity reports, and the layout of the various reports. |