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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … are not assigned to any of your users. … The reports show up in the Favorites menu on the user toolbar.
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The user will be able to edit existing campaigns. … The marketing permissions determine how a user can interact with the campaign builder, broadcast emails … If it is set to No , the user will not see the Broadcast option in the main navigation menu.
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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … If it is set to No , the user cannot create a new order form. … In addition, the user will not be able to create product bundle links.
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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … These permissions determine how a user can interact with referral partner records. … If this permission is set to No , the user is denied access to referral partner records.
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To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you … In addition, the user will not be able to process a refund. … If the Can delete permission is set to Yes the user can still delete orders.
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Last Updated: 03/11/2020 in CRM Contacts Manage Contacts
Choose the user to reassign. … Reassign Contacts (Multi-user) or Reassign Opportunities (Multi-user) : This option allows you to redistribute … owner drop-down menu Reassign an Individual Contact Record While viewing a contact record, select a user
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Last Updated: 06/04/2021 in Release Notes
Bug fixes Some users were unable to link existing Keap IDs to new Max Classic applications.
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Last Updated: 09/15/2022 in Release Notes
Give feedback in-app To ensure Keap is hearing directly from you to help improve your user experience
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Last Updated: 06/03/2022 in Release Notes
Multiple bug fixes for an improved user experience.
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Last Updated: 02/25/2022 in Release Notes
In this release, Max Classic users now have bug fixes related to Landing Pages and Reports.
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Last Updated: 09/09/2022 in Release Notes
In-app messaging to improve contact limits and overages as well as bug fixes for Authorize.net users.
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Last Updated: 10/14/2022 in Release Notes
create a task option within campaign builder would cause the task to display a blank screen For Chrome users
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Last Updated: 06/25/2020 in Release Notes
Bug fixes Some users were unable to create new legacy email broadcasts or edit existing legacy email … Time. ( Known Issue 2074137 ) Developers using our ContactService.addwithDupCheck API call after a user … value. ( Known Issue 2059885 ) Some emails sent from Broadcasts or Campaigns were not sent out and users
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Last Updated: 03/16/2022 in Release Notes
In this release, Max Classic users now have access to an updated Tag Goal in Campaign Builder and bug
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Last Updated: 01/14/2021 in Release Notes
Bug fixes The results on the Calendar Items widget would stay the same when selecting a specific user
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Last Updated: 08/19/2021 in Marketing Deliverability
increases in spam complaints, Hard Bounces, Unsubscribes and worst of all spam trap hits against the users … blocked from entire ISPs networks What to do when this happens: In the event this has happens to a user
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Last Updated: 07/22/2021 in Release Notes
Bug fixes On the Admin > Users page of Max Classic, the Mail Account tab was unable to load content
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Last Updated: 07/27/2023 in CRM Sales Teams Opportunities
Sharing : This tab allows a user to share access to an opportunity record with other users or user groups … who moved the stage, and the assigned user (the one who "owns" the opportunity.) … Sales History tab displays a date stamped record of stage movement, number of days between movement, user
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Last Updated: 11/18/2022 in CRM Contacts Manage Contacts
Access Privileges: This tab allows a user to share access to a contact record with other users or user … standard and custom field information is added and updated either manually by one of your Max Classic users
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Last Updated: 07/27/2023 in Getting Started
user. … Add or Remove users Learn how to invite new users and remove old users from your Max Classic account … ( Admin > Users ).