Glossary
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Account
Organization or company a user wants to track in CRMnext, for example, a customer,
partner, or competitor. Companies, which are either existing customers or prospects
for your organization.
Active
Checkbox option at the user management that specifies the status of a user. An active
user can log in and use the features of the service. An inactive user no longer
has access to log in.
Active Currency
(Multi-Currency Organizations Only). The currency in which the organization does
business. Only active currencies can be entered in opportunities, forecasts, and
other items.
Active Users
Information displayed in company information that indicates the number of live users
for your organization.
Activity (Calendar Events/Tasks)
Planned task or event, optionally related to accounts, contacts, leads, opportunities,
contracts or cases.
Activity History
Related list of account, contact, lead, opportunity, or case detail page that displays
completed tasks, logged phone calls, expired events, outbound emails, and merged
documents for the record and its associated records.
Accept
At the contract approval request, accept means the request is accepted.
Administrator (CRMnext System Administrator)
One, or more individuals in your organization who can configure and customize CRMnext.
Users assigned System Administrators role have a right to complete functionality
of CRMnext.
Agent
A staff member in CRMnext who may be assigned incidents and Live chats with end
users, and who may also maintain contact and organization records.
Alerts
These are system generated alerts for big deals. New lead, new case, escalation
All day event
At appointments, all day event marked means you are booked for the complete day
on that appointment/ visit
Approval request
At contracts the approval request refers to raising an online request for getting
the contract approved.
Attachment
A tab available on accounts, leads, contacts, templates contracts and opportunities
where you c an attach any document related to them
Billing address
This address refers to the address on which all correspondence and bills are to
be forwarded.
Best Case Amount
Revenue projection in a forecast that identifies total "possible" revenue for a
specific month or quarter. For managers, this should equal the total amount of revenue
they and their entire team might possibly generate.
Bulk Import
This is the option available at leads, accounts, contacts and tasks by which you
can import 1000 data at a time.
Campaign
A marketing initiative, such as an advertisement, direct mail, or conference that
you conduct in order to generate prospects and build brand awareness.
Campaign Member
Any lead or contact associated with a campaign.
Campaign ROI (Return On Investment)
The campaign ROI is the return on your marketing investment. Use the Campaign ROI
Analysis Report to analyze the ROI. The ROI is calculated as the net gain (Total
Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed
as a percentage.
Case
Detailed description of a customer's feedback, problem, or question. Used to track
and solve your customers queries.
Case Capture (Web-to-Case)
Functionality that lets you gather customer support issues and feedback on your
company's website and then generate cases in CRMnext using that data.
Case Number
A system generated number whenever a new case is logged
Category
A label you can apply to a solution to group similar solutions together. Solution
categories help customer support representatives find solutions faster when solving
cases. If you use the Self-Service portal or the Public Knowledge Base, your customers
can browse solutions by category to find what they need.
Check – in
A check – in document means it is not available in the DMS and is being used by
someone for upgrade or edit. When a ‘check – in ‘document is loaded back the version
changes.
Check – out
A check – out document means it is available for a user to edit and amend.
Clone
Button or link that allows you to create a new item by copying the information from
an existing item, for example, a contact or opportunity.
Closed
Calculated amount of closed/won opportunities for a given quarter. Displays on forecast
detail and edit pages. For managers, this amount includes closed/won opportunities
for them and their entire team.
Close Date
Estimated date to close an opportunity. The close date determines the month for
which that opportunity is added to your forecast.
Collapsible Sections
Sections on detail pages that users can hide or show.
Competitors
Rival companies that pitch for the same sales Opportunities as you. Related list
that displays competitor names, strengths, and weaknesses entered for a specific
opportunity.
Company default
In the custom page layout, company default means that the layout will be set to
the original layout and all customization will be lost.
Contact
Individuals you know in an Account and interface with. Information stored about
the individuals associated with your accounts.
Contact Role
Role that a contact plays in a specific account, contract, or opportunity, for example
Decision Maker, Evaluator. You can mark one contact as the "primary" contact for
the account, contract, or opportunity. A contact may have different roles in various
accounts, contract, or opportunities.
Contract
Contract is an agreement between two or more businesses that lists the terms and
conditions among the things that they agree to, and related to some business.
Convert
A option (Button or link) that allows you to change a qualified lead into an account,
contact, and, optionally, an opportunity. Information from the lead fields is transferred
into the appropriate account, contact, and opportunity fields.
Cookies (security)
Client-specific data used by some web applications to store user and session-specific
information. CRMnext issues a session "cookie" only to record encrypted authentication
information for the duration of a specific session.
Corporate Currency
(Multi-Currency Organizations Only) Reflects the currency in which the corporate
headquarters reports revenue. All currency conversion rates are based on the corporate
currency.
Collaboration
At the campaigns collaborations refers to Issues and requirements.
Competition
Competition means recording relevant information about your competition in CRMnext
in relation to the opportunity.
CSV (Comma Separated Values)
A file format with commas separating one column value from the next. Each row is
delineated by a carriage return.
Currency Locale
The country or geographic region in which the organization is located. This field
affects the format and display of currency amounts. Not shown in organizations that
use multiple currencies.
Custom Fields
Fields that can be added in addition to the standard fields to customize CRMnext
for your organization's needs.
Custom Links
Custom URLs defined by administrators to integrate your CRMnext data with external
websites and back-office systems.
Customizable Forecasting
A revised forecasting module that allows organizations to customize forecasts for
their organization's business process.
Custom View
See View.
Dashboard
Visual representations of your custom report data. You can create several dashboard
components within a dashboard to give you a real-time snapshot of corporate metrics
and key performance indicators.
Decimal Places
Parameter for number, currency, and percent custom fields that indicates the total
number of digits you can enter to the right of a decimal point, for example, 4.98
for an entry of 2.
Default Time Zone
Primary time zone in which the organization is located. affects users' calendars
and the times of activities. A user's individual Time Zone setting overrides the
organization's Default Time Zone setting.
Default Currency
The currency you want to keep for daily transactions. You have options to set default
currency.
Description
Field that can be used to include any detailed information about the item.
Detail
Information displayed for specific accounts, contacts, opportunities, and other
records. Also, term used in reports to distinguish between summary information and
inclusion of all column data for all information in a report. You can toggle the
Show Details/Hide Details button to view and hide report detail information.
Document Library
A place to store documents without attaching them to accounts, contacts, opportunities,
or other records.
Duration
At the appointments this refers to the duration of the appointment.
Dynamic mailing list
Dynamic mailing list refers to a constantly updating mailing list. On predefined
criteria as and when a new entry is made in CRMnext which matches the criteria it
adds to the mailing list.
Export to Excel
Option to save displayed report information to a separate CSV (comma separated values)
file, which you can then view and manipulate in Excel.
Email opt out
No auto emails to be sent to the customer who is checked for email opt out.
End date
A date when the task will end or get completed.
Escalation
Escalation is a tracking method by which the lead or task gets allocated to the
next level.
Field-Level Security
Settings that determine whether fields are hidden, visible, read only, or editable
for users based on their profiles. Available in Enterprise and Developer Editions
only.
Filter
Filters are used to get the desired data from the expected fields.
Fiscal Year
Field on the company information that specifies whether your organization's fiscal
year is named for the starting or ending year.
Fiscal Year Start Month
Field on the company information that specifies the starting month of the organization's
fiscal year.
Focus
At the campaigns this refers to the focus of the campaign.
Folder
A central place to store documents, email templates, and reports. Folders are available
for all organizations.
Forecast/Commit Amount
Amount entered in a forecast that an individual salesperson is reasonably confident
of closing in a particular month or quarter. For managers, this should equal the
amount that they and their team can confidently close.
Forecast Category
Determines the category to which an opportunity is attributed in a forecast. The
default category setting for an opportunity is tied to its stage, as set in the
Stage picklist. To update the Forecast Category for a particular opportunity, you
must edit that opportunity's forecast.
Forecasts
Projections of sales revenue based on quarters in the organization's fiscal year.
Function
Built-in formulas that you can customize with input parameters. For example, the
DATE function creates a date field type from a given year, month, and day.
Group scheduling
Group scheduling means recording an appointment in CRMnext where other members and
common resources are used. Check for the availability and block online
Home
Starting page from which users can choose sidebar shortcuts and options, view current
tasks, appointments, Alerts and relevant dashboards.
HTML
HyperText Markup Language is the set of markup tags within a text file that tells
a browser how to display the contents of the file.
History (Case)
History on cases refers to detailed history of the case.
Import
Option available to import existing information from other sales manager and desktop
program tools.
Inactive Currency
(Multi-Currency Organizations Only) Currencies that the organization no longer uses.
You may have existing records that use inactive currencies, but you cannot enter
new amounts in inactive currencies.
Issues
Issues is the place where points which need discussion and thoughts are recorded.
ISO Code
The International Organization for Standardization country code, which represents
each country by two letters.
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Knowledge Base
An information store for CRM and whitepapers.
Layout
See Page Layout.
Language
The language for a specific interface that determines, in part, what answers are
visible for viewing by end users.
Lead
Information on a potential sales opportunity or prospect; individuals who have expressed
some interest in your product or company.
Lead Capture (Web-to-Lead)
Functionality that lets you gather registration or profile information on your company's
website and then generate leads using that data.
Lead rating
Rating means whether a lead is cold, hot or warm.
Length
Parameter for custom text fields that specifies the maximum number of characters
(up to 255) that a user can enter in the field. Parameter for number, currency,
and percent fields that specifies the number of digits you can enter to the left
of the decimal point, for example, 123.98 for an entry of 3.
Letterhead / Template Name
Determines the basic attributes of an HTML email template. Users can create a format
that includes attributes like background color, logo, font size, and font color.
Licenses
Information displayed in company information that indicates the number of users
that may access CRMnext for your organization. This is the number of licenses for
which you are billed.
List View
See View.
List Price
The price of a product in a custom price book.
Local name
The value stored for the field in the user's or account's language. The local name
for a field is associated with the standard name for that field.
Lookup
Popup dialog available for some fields that allows you to search for a new item,
such as a contact, account, or user. See Search for information on which fields
you can search via the lookup dialog. In addition, if the Quick Create section is
enabled for all tab home pages (see Customizing Quick Create), you can create new
records in the lookup dialog.
Mail Blaster
Sending bulk emails from CRMnext for an email campaign.
Mass update
Adding a similar thing to multiple entries
Merge
Merger means checking for duplicate entries, and then retaining the one with latest
information while updating the unfilled fields.
Managers (Marketing)
Marketing Managers who have complete access to Marketing Operations.
Managers (Sales)
Sales Managers who have complete access to Sales Operations.
Managers (Support)
Customer Support Managers who have complete access to Customer Support Operations.
Marketing User
Marketing Executives who have restricted access to Marketing Operations and who
can manage campaigns. Administrators can designate someone as a Marketing User by
selecting the Marketing User checkbox in the user's personal information. Only Marketing
Users have access to create, edit, and delete campaigns and configure advanced campaign
setup. In order to use the campaign import wizards, Marketing Users must also have
the Marketing User profile (or the "Import Leads" permission).
Master Picklist
A complete list of picklist values available for a record type or business process.
Member Status
The status of a lead or contact in relation to a campaign. For example, a lead or
contact could have a member status of "Planned," "Sent," or "Responded" at different
stages of an email campaign.
Notes
Miscellaneous information pertaining to specific accounts, contacts, leads, and
opportunities.
Opportunities
Information on specific sales and pending deals that you want to track.
Opportunity Stage
Status or stage of completion of a particular opportunity, for example, Prospecting,
Proposal.
Organization
Company signed up to use the service.
Org Drill Down (Reports)
Ability to show a roll-up of results in a report based on your organization's role
hierarchy. For instance, you can view report results for yourself only, for your
team, or for your entire organization.
Outlook Edition
Outlook Edition enables you to log your Microsoft® Outlook® email messages in CRMnext.
Outlook for CRMnext.com
Software you install on your computer that allows you to synchronize your CRMnext
data with Outlook or your Palm device Operations. At Documents tab operations refers
to activity like edit.
Owner
Individual user to which an item (for example, contact, case) is assigned.
Ownership
Account field that describes whether the associated company is a subsidiary, or
is a private or publicly held company.
Omitted
At forecast you mark an opportunity as omitted means not to be included in the forecast.
Page Layout
The organization of fields, custom links, and related lists on a record detail or
edit page. Use page layouts primarily for organizing pages for your users.
Parent Account
Organization or company that an account is affiliated with or owned by. By specifying
a parent for an account, you can get a global view of all parent/subsidiary relationships
using the View Hierarchy link.
Parent Category
The category directly above the category to which a solution belongs to. See Category
for more information.
Percent (%) Quota
Calculated value in forecasts that indicates what percentage of the quota a salesperson
is confident of closing. This amount is the Forecast Amount divided by the Quota.
Personal Currency
(Multi-Currency Organizations Only) A user's default currency for quotas, forecasts,
and reports. This must be one of the active currencies for your organization.
Personal Information
User information including personal contact information, quotas, personal group
information, and default sales team.
Picklist
Selection list of options available for specific fields, for example, the Industry
field for accounts. Users can choose a single value from a list of options rather
than make an entry directly in the field.
Picklist (Multi-Select)
Selection list of options available for specific fields. Multi-select picklists
allow users to choose one or more values. Users can choose a value by double clicking
on it, or choose additional values from a scrolling list by holding down the Control
key while clicking a value and using the arrow icon to move them to the selected
box.
Picklist Values
Selections displayed in drop-down lists for particular fields. Some values come
predefined, and other values can be changed or defined by an administrator.
Pipeline
Calculated amount of open opportunities that have a close date within the quarter.
Displays on forecast detail and edit pages. For managers, this amount includes open
opportunities for them and their entire team.
Price Book
A list of products that your organization sells.
Primary Contact
Field in company information that lists the primary contact for your organization.
Also indicates the primary contact associated with an account, contract, or opportunity.
Specified as a checkbox in the Contact Roles related list of an account, contract,
or opportunity.
Printable View
Option on most detail pages that shows a print-ready view of that record and all
associated data. Also an option on reports that shows the report in a print-ready
Excel format.
Participants
At campaigns participants refers to the target audience
Priority
At tasks and cases priority identifies the importance level
Private event
Means an event only for you to view. At appointments when you mark it as private
event, it is visible only to you.
Private
Checkbox for individual opportunities, notes, or attachments which specifies that
only the record owner and administrators can view the information.
Probability
Percentage estimate of the confidence in closing a specific opportunity. Probability
is linked to opportunity Stage.
Professional Edition
Product designed for businesses which need full-featured CRM functionality.
Products
Items or services that you sell to your customers. You can create a Product and
associate it with a price in a price book.
Product Family
A picklist field o products that you can customize to categorize types of products.
Profile
Defines a user's permission to perform different functions within CRMnext. For example,
the Solution Manager profile gives a user access to create, edit, and delete solutions.
Public Calendar
A calendar in which a group of people can track events of interest to all of them
(such as marketing events, product releases, or training classes) or schedule a
common activity (such as a team vacation calendar). For example, your marketing
team can set up an events calendar to show upcoming marketing events to the entire
sales and marketing organization.
Published
Checkbox on a solution that indicates the solution has been published to your organization's
Self-Service portal.
Queue
A holding area where you can put cases or leads to help you manage your workload
or differentiate between levels of support.
Quota
The revenue goal assigned to a user on a monthly and quarterly basis. A manager's
quota should equal the amount she and her team are expected to generate together
Quicklinks
A link located on each page for each creating an account, contact, opportunity,
lead quickly.
Read Only
One of the standard profiles to which a user can be assigned. Read Only users can
view and report on information based on their role in the organization.
Recent Items
List of links in home page sidebar for most recently accessed accounts, campaigns,
contacts, leads, opportunities, and cases.
Record
Term used to describe information stored in the database. Corresponds to the entry
of a particular item, for example, an account, opportunity, or case.
Record Type
A field available for certain records that can include some or all of the standard
and custom picklist values for that record. Record types are special fields that
you can associate with profiles to make only the included picklist values available
to users with that profile.
Related List
Section of a record or other detail page that lists items related to that record.
For example, the Stage History related list of an opportunity or the Open Activities
related list of a case.
Relationship
A connection between two data-storage objects, used to create related lists in page
layouts and detail levels in reports. Matching values in a specified field in both
objects are used to link related data; for example, if one object stores data about
companies and another object stores data about people, a relationship would allow
you to find out which people work at the company.
Report Visibility
Refer to the viewer ship right for the report.
Report
Information you can display or print that provides a summary of your data.
Report Display Name
Short, descriptive label for a user role that may be included in reports and other
detail listings.
Reject
At the contract approval request this means the request is rejected.
Related Opportunities
At the competition tab this refers to the opportunities with which the competition
is linked.
Report to
At contacts this refers to the person ( a user) whom the contact reports to.
Requirements
Any new requirements from your organization, product and others are recorded here.
Responses
At the requirement tab this refers to responses among users regarding the requirement
Report Name
Name you can assign to a custom report when you save it.
Report Question
Description of custom report that appears in the list of available custom reports.
Reports To
Field in user role information that indicates the position they report to within
an organization, for example, the California Sales Rep might report to a VP of Western
Sales. Also, a contact field that refers to the contact's manager or supervisor.
Resource Calendar
A calendar in which multiple people can coordinate their usage of a shared resource
such as a conference room or printer.
Role
Assigned responsibility of a user, partner account, or contact for specific accounts
and opportunities. Administrators can define user roles in the organization setup.
Individual users can assign specific partner and contact roles for accounts and
contacts.
Sales Price
The price of a product on an opportunity. This can be different than the product's
standard or list price.
Sales Team
A sales team is a set of users that normally work together on sales opportunities.
A typical sales team might include the account manager, the sales representative,
and a pre-sales consultant. You can specify the sales team for each opportunity
that you own.
Sales Representative
Sales Executives who have restricted access to Sales Operations
Save
Button or link on most pages that you can click to save changes. Also, an option
on reports that saves parameter changes to one of your own custom reports or a public
report (administrators only).
Save As
Option on any standard, public, or custom report to save the parameters of the report
without altering the original report. It creates a new custom report with your saved
changes.
Save & New
Alternative "save" on most pages with which you can save your current changes and
create a new entry.
Search
Feature that lets you can search for information that matches specified keywords.
You can enter a search from the Search section of the sidebar column, or perform
an advanced search by clicking Advanced Search in the sidebar.
Select Condition/Criteria
Condition on particular fields that qualifies items to be included in a view or
report, for example, "State equals California."
Search Layout
The organization of fields included in search results, in lookup dialogs, and in
the key lists on tab home pages.
Self-Service
A web portal feature that allows your customers to search your organization's knowledge
base to find answers to their questions and to submit new cases to your customer
support team.
Send email
CRMnext sends email to the emails address mentioned.
Show/Hide Details
Option available for reports that lets you show/hide the details of individual column
values in report results.
Short Name/Alias
Name that provides an alternate reference to an individual username. Used in displays
when the username is too long.
Shipping address
Address where the client wants to receive his goods
Show thread
Lists all the activities related to the lead on one single printable sheet.
Sidebar
Column appearing on the left side of each page that provides links to search, recent
items, and other resources.
Solution
Detailed description of the resolution to a customer issue.
Solution Manager
One or more individuals in your organization who can review, edit, publish, and
delete solutions. Typically, these individuals are product experts with excellent
written communication skills and advanced knowledge in a particular area of your
product. When creating or editing users, assign the Solution Manager profile to
give users this privilege.
Support Executive
Customer Support Executives who have restricted access to Customer Support Operations.
Stage Duration
In opportunity reports, the number of days the opportunity was in the stage listed
in the Stage column.
Stage History
Related list on an opportunity detail page that lists changes in status and stage
for the opportunity.
Standard Price
Price for a product that is included in the Standard Price Book.
Standard Price Book
Automatically generated price book containing all your products and their standard
prices.
Status
Field in activity or case detail that indicates progress or status.
Stage
At opportunity stage means the stage of the opportunity – prospecting, negotiating,
closed.
Stage due date
At opportunity stage due date means the date on which the opportunity will go to
the next stage.
Start Date
Start date refers to the date on which the activity has begin.
Static mailing list
Static means a mailing list with fixed member details, can only be updated on editing.
Synchronize
Transfer and merge your data with Outlook or your Palm device so that you can access
critical information when you are not connected to the Internet.
Tasks
Tasks are a list of activities that you wish to perform.
Task bar links
Links on tabbed pages that provide quick access to the most common operations available
for a particular page, for example, creating a new account.
Text
Data type of custom field that allows entry of any combination of letters, numbers,
or symbols, up to a maximum length of 255 characters.
Text Area
Data type of custom field that allows entry of up to 255 characters on separate
lines.
Toolbox
Toolbox is a list of some administrative features related to the topic. The access
to these features depends on the role of the user.
Time Zone
Primary time zone in which the user works. Used to coordinate a user's calendar,
especially in organizations where users are working in different time zones. A user's
individual Time Zone setting overrides the organization's Default Time Zone setting.
Type
Categorization of the type of an account or opportunity, for example, analyst, competitor,
or partner for accounts and new or existing business for opportunities.
Task Type
Refers to nature of the task whether it is sales call, telephone call, service call
etc.
Templates
These are standard formats stored in CRMnext under the marketing tab for standard
communication.
Useful Links
See Web Links.
Value
At opportunity value refers to the value or amount of the opportunity.
View
A list display of items (for example, accounts or contacts) based on specific criteria.
CRMnext provides some predefined views, and you can create your own custom views,
too.
Visibility
Attribute of views that determines who in your organization can see and select a
view.
Web Integration Links
See Custom Links.
Web Links
See Custom Links.
Web-to-Case Response Rules
A set of conditions based on any attribute of the case that determines the email
template to use when responding to cases captured online.
Web-to-Lead Response Rules
A set of conditions based on any attribute of the lead that determines the email
template to use when responding to leads captured online.
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