PeopleSoft CRM Application Fundamentals Overview

This book contains essential information describing the setup and design of PeopleSoft CRM and the use of features that are common to multiple applications within PeopleSoft CRM, including information on:

Setting up installation, basic system tables, and security options.
Setting up and using features that are common to multiple PeopleSoft CRM applications, such as notes, alternate character, interactive reports, and diagnostic reports.
Administering worker information.
Setting up and using interactions and 360-degree views.
Setting up and using self-service applications.
Managing relationships with customers.
Setting up agreements and warranties.
Managing the portfolio of products that you offer.

Note: This book documents the mechanics of setting up and using common PeopleSoft CRM functionality. The use of that functionality within a business process, such as order capture or support, is discussed in the application product documentation.