myCompass: Terms

3. Term is used to identify the information being displayed for a selected Navigation Item.
5. An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case.
7. Miscellaneous information pertaining to a specific record.
8. A marketing or information initiative, that you conduct to provide information, generate prospects and build brand awareness.
9. A short-term work action that can be handled by one person and needs a reminder or a due date. Can be used for Customer-related or Non-Customer related work
10. Returns a set of records that meets certain criteria and displays it in organized rows and columns as well as filtered, grouped, and displayed graphically as a chart.
11. Used to resolve and track customer requests and issues that are complex, involve more than one employee, or may need escalation.
13. This sidebar only appears for myCommpass users and displays articles that may provide information pertaining to what you're working on. It automatically searches and returns articles that match any words typed in the subject of a case.

1. Are the individuals associated with your account.
2. Term is used when referring to either a Service Account or Customer Group.
4. Shows data from source reports as visual components, which can be charts, gauges, tables, or metrics. Up to 20 components provide a snapshot of key metrics and performance indicators for your organization.
6. A web-based interface where internal employees can engage in text chats with other users. The Chatter feature is available throughout the myCompass application.
12. Is an activity that has a scheduled time. For example, a meeting, or a scheduled phone call.