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  2. CRM 1.4
  3. System Tables (Codes)

System Tables (Codes)

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  • How do I set up issue/topic routing for emails submitted from website contact form?
  • How do I add or edit group codes?
  • How do I add or edit interest codes?
  • How can our office use Interest, Group, Personal, and Tag codes?
  • How do I create, edit, and apply Personal Codes?
  • How do I add a new workflow to the Workflow table?
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