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  3. Features

Features

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  • Customizing Data Tables
  • How can I add a Linked Record?
  • How can I add and remove Favorites?
  • How can I Favorite Data Records?
  • How can I add a User/Group Role?
  • Does Veloxity CRM have an internal chat system?
  • How can I delete a User/Group Role?
  • How is data record access determined?
  • How is record ownership established?
  • Can a data record have more than one owner?
  • How can I use Timeline?
  • Four Tips for Getting Started with Veloxity Mobile CRM
  • How can I upload and link files?
  • How can I upload and link files?
  • How can I delete a linked record?
  • How can I share an attachment with other users?
  • What kinds of document types can I attach to records?
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