JD Edwards EnterpriseOne Customer Relationship Management Application Fundamentals 9.0 Implementation Guide

JD Edwards EnterpriseOne CRM Application Fundamentals Preface

JD Edwards EnterpriseOne CRM Application Fundamentals Preface

JD Edwards EnterpriseOne Products

About This Documentation

Common Fields Used in This Implementation Guide

Getting Started with JD Edwards EnterpriseOne Customer Relationship Management Application Fundamentals

Getting Started with JD Edwards EnterpriseOne Customer Relationship Management Application Fundamentals

JD Edwards EnterpriseOne CRM Application Fundamentals Overview

JD Edwards EnterpriseOne CRM Foundation Business Processes

JD Edwards EnterpriseOne CRM Foundation Integrations

JD Edwards EnterpriseOne CRM Foundation Implementation

Understanding JD Edwards EnterpriseOne CRM Fundamentals

Understanding JD Edwards EnterpriseOne CRM Fundamentals

Understanding JD Edwards EnterpriseOne Customer Relationship Management Products

Understanding JD Edwards EnterpriseOne CRM Fundamentals Applications

Understanding CRM Constants

Understanding Employees

Understanding Catalogs

Understanding Customers

Understanding Partners

Understanding Contacts

Understanding Call Plans

Understanding Email and Mail Merge

Understanding Hotkeys for CRM Foundation

Setting Up the CRM Foundation System

Setting Up the CRM Foundation System

Activating the CRM Foundation System

Setting Up CRM Constants

Managing Employees for CRM

Managing Employees for CRM

Managing CRM Employees

Managing Items and Item Catalogs for CRM

Managing Items and Item Catalogs for CRM

Understanding Items and Item Catalogs

Prerequisites

Managing Items

Managing Item Catalogs

Managing Customer Information

Managing Customer Information

Understanding Customer Information

Entering Basic Customer Information

Entering Additional Customer Information

Reviewing Sales Information for Customers

Reviewing Service Information For Customers

Managing Partners

Managing Partners

Understanding Partner Information

Entering Basic Partner Information

Managing Partner Information

Managing Contacts

Managing Contacts

Understanding Contact Information

Entering Contact Information

Managing Contact Information

Managing Contact Activities

Using Call Plans

Using Call Plans

Understanding Call Plans

Creating New Call Plan Templates

Working With Call Plan Templates

Using Email and Mail Merge

Using Email and Mail Merge

Understanding Email and Mail Merge

Managing Email Groups

Managing Emails

Using the Email Merge Feature

Using the Mail Merge Wizard

Appendix: JD Edwards EnterpriseOne CRM Fundamentals Reports

JD Edwards EnterpriseOne CRM Fundamentals Reports

JD Edwards EnterpriseOne CRM Fundamentals Reports: A to Z

JD Edwards EnterpriseOne CRM Fundamentals: Selected Reports