Last Revised: 07 May 2020 Written by Veloxity CRM Time Estimate: About 3 minutes to read.
Jump to the following sections to learn more about Data Types:
What are Data Types?
Data Types are the categories used to group your data.
Veloxity CRM includes the following 23 Data Types configured and ready to go out of the box:
- Bundle Product
- Call Details
- Email Metric
- Integrated Calendar Details
- Opp Contact Link
- Opportunity Stage Metric
- Product Bundle
- Quote Item
- Sales Division
- Sales Quota
- User Suggestion
- Web Conference Details
How can I use Data Types in Data Designer?
Data Designer gives you full access to your Data Types.
- Click the Data Type you want to view.
- Select the Data Type function you wish to view or edit:
Where can I find Data Types?
From the Main Menu, click My Profile > App Setup > Data Designer
Navigating Data Types
Data Designer displays the Data Types on the left and the details of the currently selected Data Type on the right.
Figure 1. Navigating Data Types.