Michael Lindsey
Articles
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Custom Fields
This article was developed to describe the custom fields feature available for us within Centrex CRM. This article includes the following topics: Overview Accessing and adding custom fields Custom ...
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Summaries Report
This article was developed to describe the Summaries page, found via the Accounting module/tab. The article is broken down into the following sections: Overview Using the Summaries Report Config...
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Status Change Report
This article was developed to describe the Status Change Report provided by the Centrex CRM. The Status Change Report illustrates when status changes occur in the Centrex system and records the s...
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Syndication Reports
This article was developed to describe "Syndication Reports". Syndication Reports are reports available to clients, and are available by clicking on the Advances Tab and then selecting "Syndicate...
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Campaigns Report
This article was developed to define and describe how to run a Campaigns Report within the CRM. It is divided into the following sections: Overview Report Table Filtering Analyzing the Report O...
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States Report
This article was developed to describe the "States" Report, one of many reports available within the Reports tab in the Centrex CRM. The States Report allows management to track the number of enr...
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Status Report
Effective Date: 8/9/2022 This article was developed to describe the Status Report feature within the CRM. The Status Report allows management to track the Stage and Status of contacts in the system...
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Tasks Report
This article was developed to describe the Tasks Report provided by the Centrex CRM. The Tasks Report allows management to track all tasks in the system. To access this tool, log in to the CRM an...
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Docs Report
The Docs Report allows management to track all Documents that were generated for contacts in the system. To access this report, go to the Reports tab in the CRM and then select "Docs" as shown be...
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History Report
This article was developed to describe the functionality of the "History" report. The History Report allows management to track recorded events that occur on the Client Dashboard of contacts. To...