Michael Lindsey

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  • History Report

    1. Reports Tab
    2. Reporting

      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...

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  • 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...

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    • 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...

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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...

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    • 1 follower
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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...

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    • 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...

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    • 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...

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    • 1 follower
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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...

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    • 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...

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    • 1 follower
    • 0 comments
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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...

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    • 1 follower
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