Michael Lindsey
Articles
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Migrating the New Triggers System
This article was developed to describe the steps involved in migrating to the new Triggers system within the CRM. This article includes the following topics: Activating the trigger system Fixin...
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Creating trigger conditions
This article was developed to describe how a user may create trigger conditions within the CRM. The new trigger system can help process all sorts of events in the CRM. However, setting up complex...
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New Triggers System
The Centrex triggers system allows you to create multiple triggers based on events and conditions. Triggers can be grouped and contain groups of criteria. This article includes the following to...
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General Settings
This article was developed to describe the settings available to the client from within the Admin Tab. From the Admin tab, click Settings. On the Settings page, go to the section at the top of...
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Company Types
This article was developed to describe how to add and assign the various company types established in the CRM. Company types are used for labeling, with the exception of "external company" which ...
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Using Google's Gmail for your Outgoing Mail Server (SMTP)
This article was developed to describe how to utilize Google's Gmail for your outgoing mail server via SMTP. Important: Centrex does not support SMTP with O365 any longer. We sent out a deprecation...
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System Log
Accessing the System Log The System Log lists User activity history in the CRM. This is a great tool to utilize when an update is made to a contact or setting, to locate the User that performed t...
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System Usage
This article was developed to explain how to search for and utilize the System Usage reporting feature within the CRM. It is broken down into the following sections: User Usage E-Sign Usage User...
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Teams
This article was developed to describe the role of a Team within the Centrex CRM. Teams can be created to group Users together for purposes of sharing lists, email or document templates, contacts...
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WebHooks - JSON
This article was developed to describe the use of Webhooks and JSON within Centrex CRM. Overview JSON stands for JavaScript Object Notation. This is an open-stranded file format that uses human-r...