Ohioedge CRM+BPM Server organization administrator is responsible for configuring
organization-specific vertical and horizontal models.
Custom Fields:
To be completed.
Campaign Management:
In Ohioedge CRM+BPM Server, every activity a user performs belongs to a campaign. A
campaign specifies the purpose of operation. A campaign may be generic or specific; it
may be never ending or short-lived. For example, an organization could setup a ‘general
business’ campaign to perform and track its day-to-day activities or setup a ‘send seasons
greetings’ campaign to send seasons greetings to the presidents of existing customers or
setup a ‘promotional offer’ campaign to email a new promotion to prospective customers.
A campaign is also how inputs (accounts, contacts, etc.) are assigned to account managers.