This section outlines the topics that operators using the CRM should be familiar with.
1. CRM Files
2. StreamV basic training, navigation, menu system, browse and grid behavior, sorting, finding records, running reports, emailing, document management
3. Customer Creation and Editing
4. Contact Creation and Editing
5. ShipTo Creation and Editing
6. Address Validation
7. Customer, Contact and ShipTo Comments
1. Company Standard Comments (pre-defined to allow security on view, edit and automatic printing on documents).
2. Company Comments
3. Company Item Comments
8. Incident Management
9. Opportunity Management
10. Action Records
11. Customer Profiling
12. Cross Reference Items
13. Required Documents
14. Marketing Options (outputting mailing labels, emailing customers and contacts)
15. CRM Query and other reporting.