Michael Lindsey

SMS: Campaigns

1. SMS Tab
2. SMS Campaigns

This article has been developed to share how SMS Campaigns are generated within the CRM. The following items are required to create an SMS Campaign: From Number – This is the phone number that ...

• Edited April 26, 2023 00:05
• 1 follower
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Setting up a Web Form Data Source

1. Contacts Tab
2. Data Imports

This article was developed to describe the steps associated with setting up a web form data source.  Web Form data sources allow you to post information using an HTTP Post. You may wish to link a ...

• Edited July 31, 2025 18:35
• 1 follower
• 0 comments
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PDF Document Builder

1. Docs Tab
2. Document Building

This article describes the PDF Document Building functionality in the CRM and includes the following topics: Overview Purchase a Document Build When to Use the PDF Document Builder Enabling the PD...

• Edited April 20, 2023 20:38
• 1 follower
• 0 comments
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My Settings page

1. Getting Started
2. Setting up your CRM

This article addresses the "My Settings" page within the Centrex CRM. Below is the Centrex Software training video that describes how to use the My Settings page in your CRM.  The My Settings pa...

• Edited February 09, 2024 22:48
• 1 follower
• 0 comments
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TransUnion

1. Integrations
2. Credit / Finance Integrations

TransUnion is a consumer credit reporting agency.   Integration Details Once integrated, you'll gain access to the "Pull TransUnion Report" button on the Adavance>Credits Tab. Clicking Pull Tra...

• Edited April 17, 2023 18:27
• 1 follower
• 0 comments
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VICIdial

1. Integrations
2. Phone Systems / Dialers

VICIdial is a base system that third-party vendors (such as Ytel and Freevoice) have built a phone platform around. It is also possible to purchase a VICIdial system and have it set up to meet yo...

• Edited April 18, 2023 16:59
• 1 follower
• 0 comments
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Data Suppression

1. Admin Tab/Software Settings
2. User Overview

  This article was developed to describe how to apply data suppression within the Centrex CRM system. Data Suppression can be used to block information for users that the profile applies. You may u...

• Edited July 31, 2025 18:28
• 1 follower
• 0 comments
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Changing or Resetting Your Password

1. Admin Tab/Software Settings
2. User Overview

This article was developed to review the steps needed to change or reset your password in the CRM. This article includes the following topics: Changing your password Resetting your password (Adm...

• Edited April 21, 2023 17:14
• 1 follower
• 0 comments
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ACH Return Codes

1. Integrations
2. Payment Gateways
3. Payment Integrations

  ACH return codes identify the reason an ACH payment was returned by the recipient's bank. They make it easier for originating and receiving financial institutions to spot and communicate paym...

• Edited April 28, 2023 13:53
• 1 follower
• 0 comments
• 0 votes

SMS: Sending and Receiving SMS Messages

1. SMS Tab
2. SMS Messaging

This article includes the following topics: Sending and receiving SMS messages Troubleshooting Below is the Centrex Software training video that show you how to send and receive SMS messages.  ...

• Edited February 05, 2024 22:12
• 1 follower
• 0 comments
• 0 votes