Helpful tips, tricks, and how-to's for the Cru CRM

Accounts

2 articles

CRM Power BI Reporting

2 articles

Caseload List Screen

2 articles

How To's

Brief videos showing how to do basic essential functions in the CRM

9 articles

Searching in the CRM

Helpful tips and tricks on how to move around in the CRM effectively.

2 articles

Activities

How to record, search, and interpret recorded relationship interactions.

4 articles

CRMUtilities

3 articles