Glossary

Account

Automatic Reassignment

Bill-to Account

Button Bar

Contact

Customer

Document Template

eAutomate

Generated Document

Group

Hidden Account

Lead

Manual Reassignment

Marketing Campaign

Master Template

Merge Field

Non-customer

Object

OMD

Parent

Pathbar

Private Template

Protected Account

Record

Relative Records

Sales Rep Assignment (SRA)

Shared Template

Ship-to Account

SRA Category

SRA Rule

System Console

Task

Task Action Icon

Template

Total Account View

Unlinked Contacts

User Criteria