CRM Visitors: Difference between revisions

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(Created page with "Within CRM itself you can view any person records recorded as registered visitors in CRM To do this logon as a user with admin rights Click Administration -> System -> Sel...")
 
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   Administration -> System -> Self Service
   Administration -> System -> Self Service


[[File:ss1.png]]
[[File:Ss1.png]]


Uncheck the "Anonymour visitors only" checkbox and click filter to see the people
Uncheck the "Anonymour visitors only" checkbox and click filter to see the people


[[File:ss2.png]]
[[File:Ss2.png]]


Visitor maintenance is available at
Visitor maintenance is available at


[[File:ss3.png]]
[[File:Ss3.png]]

Revision as of 19:15, 25 August 2016

Within CRM itself you can view any person records recorded as registered visitors in CRM

To do this logon as a user with admin rights

Click

 Administration -> System -> Self Service

Uncheck the "Anonymour visitors only" checkbox and click filter to see the people

Visitor maintenance is available at