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Articles tagged "filter" returned 71 results.
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Office 365 Contact Sync Integration Overview
...site Close modal 3 Key Benefits of our Office 365 Contact Sync Integration Active in list filtering – you can use the ‘Synced with Office 365’ field in your list...
Manage Your Day
...to see your appointment schedule. All appointments will also be visible in your action centre and home page. Close modal Customising and Filtering Lists It’s very likely that you’ll find...
Getting Started
...a menu for account management. When you select an item from the view menu you will be presented with a list that can then be filtered based on your needs....
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
Managing your Leads
...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....
Sales Reports
...using the Actions Icon. Close modal Reports can be edited and filters added as required. See Reporting for more information. Tip Tip: Reports can be exported to Excel, Word...
Pin to Home Page & Menu
...and customise your own menus from the Cog icon. Close modal Pin Items to Menu Filtered lists, New Menus and items can all be pinned to your custom menu. Click...
Bulk Document Production
...many documents can be generated quickly at once from a filtered list. Tip In order to use bulk document production you will require template generation to be setup on your...
Create a ‘Cherry Picked’ source
...Source updates it based on your filters or added Accounts and Contacts. Info You can open your source to review any invalid recipients e.g. missing email addresses or contact preferences....
Add/exclude recipients to a stage
...of all sources on the left, or search if you know the name of the source you want, you can also filter by My to see just your sources, and...
