”Document template”

We found 36 results!
Admin Guide

Email Templates

The emails used with the modules and features mentioned above are based on the email template selected. You can manage email templates in Settings → Email Templates. Creating Email Templates…

User Guide

ECP: Emails and Email Templates

Building Email Templates Building emails and email templates are built the same way – although when a template is carefully prepared, the actual email doesn’t need as much attention. The…

Admin Guide

Q&A Templates

QA templates. In QA templates’ settings you can either edit an existing QA template or create a new one, depending on the need. A new QA template is created by…

Admin Guide

Configuring GDPR Tools

…information directly from the contact card in CRM. For more information about creating document templates, see Managing and Creating Document Templates, and for information about writing tags, see Document Templates…

Admin Guide

– CONTENTS –

templates used all around the system. — Automatic Emails Setting up emails sent automatically from Target Groups or Campaigns modules. Document Templates Creating and editing document templates used in modules….

Admin Guide

Workflows

…mode of the existing workflow, clicking the Save as Template button and determining a name for the template. After this the template can be used when creating a new workflow….

Technical Guide

The SOAP Interface

The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….

Admin Guide

Portal Settings

…All the email templates used in portal settings are created in Settings → Email Templates) Reset password template – the email template used, when the customer asks for a password…

Admin Guide

Mail Scanner

…up the email template, which is used in the emails. This is done in Settings → E-mail Templates by editing the Change Comments template (see the picture below). The picture…

User Guide

Target Groups

…The person assigned to this group. If the target group relates to an email template, you will need to add the wanted email template to the field Send email template….

User Guide

Campaigns

…added to the campaign after creating it, you must select the email template in this field. If there are contacts in the campaign before the email template is added, they…

Admin Guide

Setting up the Discussion Tool

…button (see the picture below). In the email notification picklist, you can select the email template (for more information about creating the templates, see Email Templates) and in the automatic…

User Guide

Contact Center

…contact’s information, which will then be updated in the CRM right after saving. It is possible to send the contacts email templates that are branded for the company. Therefore in…

Technical Guide

CRM-service CIWS Library

…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } }   All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…

Service Security Overview

…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…

General Terms

…File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a particular Deal, Person or…

Technical Guide

CRM-service Active Directory Integration

CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…

Admin Guide

Module Tools

…Lead. In addition, there is also a guide for using tags in module tools that send email (e.g. Email document template, Notify User, Mail reminder): Tags in Emails sent by…

User Guide

– CONTENTS –

…Settings Setting up Zoiper as the Contact Center VoIP client. Email Contact Portal (ECP) Sending mass emails in the Email Contact Portal (ECP). — ECP: Emails and Email Templates Creating…

User Guide

Filters

…Creates a new filter. Copy – Copies the current filter to use as a template for a new one. Edit – Edits the current filter. Primarily you can only edit…

    Combined Shape