”Document template”

We found 33 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…

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 –

…— Automatic Emails Setting up emails sent automatically from Target Groups or Campaigns modules. Document Templates Creating and editing document templates used in modules. — Document Templates – Convert ODF…

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….

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…

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…

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….

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

Contact Center

…An agent can complete the 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…

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…

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 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…

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

Filters

…be shared with a certain sales group, sales channel or CRU by using this setting (only available to certain users, more information in the end of this document). Homepage filter…

User Guide

– CONTENTS –

…emails in the Email Contact Portal (ECP). — Content Management in Email Contact Portal Creating the emails and email templates in ECP.   Synchronizing with Outlook and Google Calendar Google…

Admin Guide

WordPress Plug-in

…picklist checkbox date. Installing the Plug-in You can download the WordPress plug-in here. You must also create an API key for the plug-in with the template WordPress-Forms-Plugin (for more information…

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