Admin Features

API

• REST API

Advanced Reporting

• Datamart

Company, User and Group settings

• Manage Users
• Updating Groups
• Adding and updating users
• Company Settings
• Group Administration

Importing Data

• Activity Import
• Archiving Records via Import
• Inserting new records

Integrations

• Scheduled Imports and Exports

Records

• Creating Record Templates
• Creation Layout
• Record Fields
• Record Layout
• Related Records