Michael Lindsey

SMS Report

1. Reports Tab
2. Reporting

  This article was developed to describe the SMS Report provided by the Centrex CRM. The Tasks Report allows you to keep track of outbound and inbound SMS messages. To access this tool, log in to t...

• Edited April 20, 2023 19:53
• 1 follower
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Enrollment Reports

1. Enrollments Tab
2. Reporting

Doc. Number Article Title Effective Date Version FHC-XX Enrollment Reports February 22, 2023 Basic   The Enrollment Report allows management to track of enrolled contacts in the CRM for cli...

• Edited April 13, 2023 18:30
• 1 follower
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Campaigns

1. Contacts Tab
2. Campaigns

This article was developed to describe how campaigns work within the Centrex CRM. Campaigns allow your organization to create and track the source of contacts (leads) in the CRM.NOTE Campaigns shou...

• Edited December 29, 2025 22:57
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System Performance

1. Getting Started
2. CRM Basics

  The Centrex CRM is a web-hosted system, meaning we maintain the server and software directly. Since this is a shared system there may be times when the software functions slower than others. We k...

• Edited April 20, 2023 19:55
• 1 follower
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Centrex Insights Overview

1. Reports Tab
2. Reporting

  This article includes the following topics: Centrex Insights Overview Terms You Should Know Platform Features & Functionality Important Details Centrex Insights Overview Centrex Insights is a p...

• Edited April 27, 2023 21:05
• 1 follower
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InSights Dashboard Features

1. Reports Tab
2. Reporting

  This article was written to describe the features that allow you to use the InSights Dashboard. This article includes the following topics: Summary Accessing the Insights dashboards Customi...

• Edited April 28, 2023 13:51
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Insights Dashboard Descriptions

1. Reports Tab
2. Reporting

  This article describes the different dashboards you have access to with the Insights integration. Simply click the dashboard name in the Dashboard Menu below to view a specific dashboard. Each re...

• Edited April 28, 2023 13:53
• 1 follower
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Accounting Summaries

1. Accounting Tab
2. Accounting Reports

This article was developed to describe the Accounting Summary feature provided by the Centrex CRM. An Accounting Summary differs from the "Accounting Report" feature found via the Reports tab. You...

• Edited April 18, 2023 21:29
• 1 follower
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SMS: Understanding Message Segments

1. SMS Tab
2. SMS Messaging

This article was developed to describe how message segments work with Short Message Service (SMS) and the Centrex CRM.   What is an SMS? SMS stands for Short Message Service and is the most widel...

• Edited April 20, 2023 20:02
• 1 follower
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DMARC and DKIM Records

1. Admin Tab/Software Settings
2. Companies Overview

  This article was developed to describe the differences between DMARC and DKIM Records.  ***For information specific to the Sender Policy Framework (SPF) protocol, see the following article: https...

• Edited April 20, 2023 20:33
• 1 follower
• 0 comments
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