Managing contact data

By James Monaghan,

The Managing contact data article provides best practices for using custom fields, user fields, categories, campaigns, and notes. This information is intended to guide organizations who may be deciding how to store specific information. Click here to access the article: Managing contact data

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Access Control Lists Technical Discussion

By James Monaghan,

Access Control List (ACL) functionality permits and restricts access to objects in NexJ Customer Relationship Management. The following objects can be secured through ACL: Entities Contacts, companies, and households. Opportunities Opportunities associated with contacts, companies, and households. Interactions Interactions associated with contacts, companies, and households. An interaction is any activity in NexJ CRM, including schedule  … Read more

Using clones to run unit test

By Danielle Johnston,

Using clones to run unit test In NexJ Contact 7.1, we introduced the ability to run unit tests in parallel. The benefit of running unit tests with clones is that the entire suite of test cases can be run quicker. For example, a test suite that runs for an hour without clones, might run in  … Read more

Enterprise First Thinking – Repost

By Ed Shaw,

To meet the demands of “truly Enterprise” customer-management, start with a platform specifically designed for that purpose NexJ CRM, CPM, and CDAi are “enterprise-first” applications. This means that they are built from the ground up on a foundation of enterprise-guiding principles: flexibility, integration, upgradability, scalability, and simple deployment. The nature of the enterprise environment –  … Read more

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Enterprise Literate Technology – Repost

By Ed Shaw,

This is a repost of a blog at nexj.com that I thought might be of interest to the community. Thanks, Ed Why do our Enterprise teams need to know so much about low-level technology when providing a business solution? The big reason is that the Enterprise environment in which we live is complex. We have  … Read more

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FAQs for business process templates

By James Monaghan,

FAQs for business process templates This FAQ contains questions and answers about business process templates. When should I use business processes? What are the main components of a business process template? What else can I add to a business process template? Can I make a business process start automatically? How can I make questions update  … Read more

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FAQs for activity plan templates

By James Monaghan,

FAQs for activity plan templates This FAQ contains questions and answers about activity plan templates. When should I consider using activity plan templates? Where can NexJ CRM users add activity plans in NexJ CRM? Where can NexJ CRM users define the start date for an activity plan? How are activity plans different from tasks? What  … Read more

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FAQs for rules

By James Monaghan,

FAQs for rules This FAQ contains questions and answers about rules and actions, including immediate and time-based actions. When should I use rules? What type of actions can I add to rules? Can a rule have multiple actions? What are time-based actions? What are immediate actions? What units of time can I set for a  … Read more

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