ERM User Manual / Emails and Sending Emails How to send email?
HOW TO SEND AN EMAIL:
To send an email you need to click on the  button in the Clear Activity Page ...
ERM User Manual / Activities How to do a follow up activity?
Don't get confused with doing a Follow UP Activity and a Schedule Activity.
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A Follow up Activity occurs when you have ...
ERM User Manual / Opportunities What is the Reasons field in Opportunity for?
The  field is used only when an Opportunity has been lost and the Closed-Lost button been pressed in the Opportunity ...
Shows / Events / Performances Risk Assessments for Educational Show
We do have a risk assessment for shows performed in educational schools and educational venues.
If a customer would like a ...
ERM User Manual / Activities What is a follow up activity?
A Follow up Activity is often created after sending an email or clearing an existing activity.
It is similar to a ...
ERM User Manual / Activities What is a New History?
A New History is exactly as it sounds. It means you are making a new historical note based on either a ...