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First steps in Convergence
Added Value
Notes and attachments can be added to any object in Convergence : an account, a contact, a CSR questionnaire, etc. They bring valuable information with the ability to search in them.
Table of Contents
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What you need to know to start...
Notes are small text documents which bring interesting information to an object.
Attachment of any kind (Word, Excel, PDF...) may also be added.
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