Common use of CRM/Address Book Settings Clause in Contracts

CRM/Address Book Settings. In here, you can set whether to associate the user’s contact information with the company CRM or company address book. If you want WorldCard Team users to connect to your company CRM system or company address book, please select it click [Settings] to enable. If your company’s Salesforce URL is customized, please select [Custom Domain] when setting it, and fill in the specific domain, so that when the users need to access to Salesforce, it will automati- cally connect to your company’s dedicated Salesforce. Chapter 2 WorldCard Team Settings‌‌ To allow accessing to the company address book (currently supports Exchange and Office 365), click [Settings] after selecting the address book system (such as Exchange), enter the IP or URL of the Exchange server, and then click [Setting] to enable this feature. If the administrator enables the feature to connect CRM system or company address book, click CRM/Address Book Settings under General Settings, and input log in infor- mation of your CRM system or company address book. You can manually export contacts to CRM systems or company address book, or have WorldCard Team synced with CRM or company address book. WorldCard Team will sync with CRM system or company address book every 10 minutes if the sync function is on, and synchronize contacts with changes to the company CRM system or company address book for updates.

CRM/Address Book Settings. In here, you can set whether to associate the user’s contact information with the company CRM or company address book. If you want WorldCard Team users to connect to your company CRM system or ‌‌ company address book, please select it click [Settings] to enable. If your company’s Salesforce URL is customized, please select [Custom Domain] when setting it, and fill in the specific domain, so that when the users need to access to Salesforce, it will automati- cally connect to your company’s dedicated Salesforce. Chapter 2 WorldCard Team Settings‌‌ To allow accessing to the company address book (currently supports Exchange and Office 365), click [Settings] after selecting the address book system (such as Exchange), enter the IP or URL of the Exchange server, and then click [Setting] to enable this feature. If the administrator enables the feature to connect CRM system or company address book, click CRM/Address Book Settings under General Settings, and input log in infor- mation of your CRM system or company address book. You can manually export contacts to CRM systems or company address book, or have WorldCard Team synced with CRM or company address book. WorldCard Team will sync with CRM system or company address book every 10 minutes if the sync function is on, and synchronize contacts with changes to the company CRM system or company address book for updates.

CRM/Address Book Settings. In here, you can set whether to associate the user’s contact information with the company CRM or company address book. If you want WorldCard Team users to connect to your company CRM system or ‌‌ company address book, please select it click [Settings] to enable. If your company’s Salesforce URL is customized, please select [Custom Domain] when setting it, and fill in the specific domain, so that when the users need to access to Salesforce, it will automati- cally connect to your company’s dedicated Salesforce. Chapter 2 WorldCard Team Settings‌‌ To allow accessing to the company address book (currently supports Exchange and Office 365), click [Settings] after selecting the address book system (such as Exchange), enter the IP or URL of the Exchange server, and then click [Setting] to enable this feature. If the administrator enables the feature to connect CRM system or company address book, click CRM/Address Book Settings under General Settings, and input log in infor- mation of your CRM system or company address book. You can manually export contacts to CRM systems or company address book, or have WorldCard Team synced with CRM or company address book. WorldCard Team will sync with CRM system or company address book every 10 minutes if the sync function is on, and synchronize contacts with changes to the company CRM system or company address book for updates.