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  2. Additional Information

Additional Information

Data handling, CRM integration details, and Tableau guidelines.

General

  • Data handling
  • Software requirements
  • Two-factor authentication for KORE products

Tableau reports

  • Tableau guidelines
  • User-level filtering
  • Time zones
  • Add a Tableau workbook to CRM

General details for CRM products

  • How KORE products fit into your CRM
  • Module generations
  • Using two-factor authentication with your CRM
  • Adding fields to the call screen
  • Request API credentials
  • Dynamics authentication changes
See all 9 articles

Technical details for CRM products

  • Entity dictionary
  • Fields dictionary
  • Inventory entity-relationship diagram
  • Archtics data field mappings

Intake

  • Intake overview
  • Submissions table
  • User and group management
  • Change the system's theme and approval statuses
  • Design your branded portal
  • Create a new form
See all 7 articles

Insights Portal (Deprecated)

  • Golden Record - Supported Data Sources
  • Golden Record rules
  • Golden Record entity resolution
  • Matching rules
  • Field mapping
  • KORE Tags
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