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Wiki

Create your reference documents

Category:
CRM
Availability:
Basic plan

Would you like to create reference documents and develop them with your staff?

Do you need to build up a document base of standard messages to be used internally (reply to an information request, customer reminder, data sheet dispatch, etc.)?

For your technical information, your customer messages, your competitive intelligence, the Wiki app lets you create documents that you can then make available to your colleagues and develop further.

Activating the"Wiki"application adds a newWikimenu in the app'sDocumentslink.

The wiki application allows you to create articles and manage categories, to better archive your data.

To add an item, click on theadd an itembutton and complete the form:

  • Give your indicator a title
  • Select the category to classify your article
  • Manage item access and modification authorizations
  • Write the content
  • Confirm

Your article is created and can be viewed by authorized persons.

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