Michael Lindsey
Articles
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Mass Editing: Deleting Contacts
This article was developed to describe the process of deleting contacts within the CRM.WARNING: This is a powerful tool and deleting the wrong contacts can cause information loss or halt your abil...
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Updating Contact Records via Data Source
This article was developed to describe the steps involved in updating contact records via a data source. This article assumes that you already know how to create Data Sources. For further assista...
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Event & Availability Scheduling
This article was developed to describe the process of event & availability scheduling within Centrex CRM. This article includes the following topics: Scheduling an event Availability Scheduling ...
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Creating Document Templates with PDF Builder
This article includes the following topics: Overview Preparing the PDF Creating the template Testing the template Creating the template 1. Add the Replaceable Fields When you believe the PDF ...
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Uploading Files
The File & Media Library can be used to upload files into the CRM that can be added as attachments to emails and used as images on documents or email templates. This article includes the followin...
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IP Whitelisting
This article addresses IP Whitelisting, an Enhancement for our CRM, that allows the control of User login access based on IP Address. This article is divided into the following sections: Adding ...
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Event Types and Dismissal Forms
Event types are used as a template for scheduling events of a common purpose. You are also able to set up some additional functionality in relation to scheduling and dismissing the event type. I...
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Posting Facebook Leads into a Data Source
The CRM does not have a direct integration with Facebook but you are able to use a tool with Zapier.com that allows you to set up posting into a data source. Post new Facebook Lead Ads to a webh...
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Adding attachments to email templates
This article was developed to describe the steps necessary to add attachments to email templates. Documents or other files can be attached to email templates. Each time the email template is sent...
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My Start Page
This article was developed to describe how to use the My Start Page feature, found at the top right of the page in the Centrex CRM. One of the first things a User in the CRM will want to do is se...