-
The user then prints the letters and prepares them for mailing. Pro-Tip! … You may also send that user an email notification when a new letter job is ready to be completed. … through the sequence, the system will queue up a letter fulfillment job on the home page dashboard of the user
-
Last Updated: 12/08/2022 in Release Notes
Bug Fixes In some circumstances, a user that is selected to be notified on a task, note, or appointment … template will continue to receive notifications after the user had been deactivated If you opened a
-
Last Updated: 08/23/2022 in Getting Started Tips & Tricks
personal access token, but it operates under the user context of the user creating it. … Check your Profile menu for API Settings Personal Access Tokens - Any user of the app can create a … Scopes can be used to limit access, but user permissions are the limiting factor with the highest priority
-
Assign to User : This option allows you assign the contact record to a specific user in your application
-
Last Updated: 05/19/2022 in Marketing Campaign Builder Goals
They can be updated automatically as part of a sequence or be manually updated by an application user … The goals based on tag updates are considered satisfied whenever a tag is applied: by a user, by the … Make sure your users can easily identify the tags you use as goal methods by assigning them to a unique
-
Under the User Settings heading, click User near the bottom left of the page. … In the Signature section, click the Yes radio button next to Enable Legacy User Signature?
-
The ability to view stats by user is only available to users with the Admin role. … If your user permissions allow, you can also view appointments assigned to other users. … User Toolbar The user toolbar menu provides access to organization, customization, and information tools
-
Assign To - Choose the Max Classic User that will be responsible for fulfilling. … The user will then look at their Max Classic dashboard to process the fulfillment job. … The user will receive a job on his or her dashboard when something is ready to be fulfilled.
-
Last Updated: 06/06/2023 in Getting Started
Roles ✓ ✓ ✓ Custom User Roles ✓ Data migration support ✓ ✓ ✓ Affiliate Management ✓ … Automation ✓ ✓ ✓ API (Integrations) ✓ ✓ ✓ Administrative Tools Reports ✓ ✓ ✓ Analytics ✓ ✓ Default User
-
Why does Max Classic support different browsers for your users vs. users’ customers? … While some users have had success logging in, this is not recommended, as Max Classic is designed to … If users encounter bugs/issues when using a supported browser, these will be prioritized for correction
-
Last Updated: 06/13/2020 in Marketing Deliverability
This is the common understanding of this statistic by users. … While this is important, users really want to know if email is reaching the Inbox. … These are the indicators that most users of Email Marketing solutions believe is the Delivery Rate: Email
-
Completion date range On the Misc Criteria tab, you can filter by a specific user or a team of users
-
Last Updated: 08/31/2020 in Release Notes
2113159 ) When sending an A/B test email from BARD, the end time was always in Eastern Time regardless of user
-
Last Updated: 06/01/2020 in E-Commerce Discounts & Upsells
Name : The name only shows up for your Infusionsoft users.
-
home - add to another Users dashboard Share/Unshare - Share or unshare search with Users Email save … User Home checkbox if you want to add a saved search widget to your dashboard. … this search Click Everyone to share the search with all users Click the Add this search to the
-
Last Updated: 11/11/2022 in Release Notes
to receive notifications after those users are deactivated … Bug fix Users that are selected to be notified on task, note or appointment templates, will continue
-
Last Updated: 07/27/2023 in CRM Sales Teams Sales Pipeline
Note that an opportunity can only be moved from one stage to another manually by a user. … automation refers to automating processes after an opportunity has been moved from one stage to another by a user … prospect, starts a new campaign sequence, sends internal notification messages, assigns tasks to other users
-
Select a sales rep user from the drop-down or distribute opportunities among multiple users by selecting … Before you configure the opportunity objects you need to: Assign sales reps to the sales rep user group
-
Last Updated: 03/19/2021 in CRM Contacts Manage Contacts
Most of the time this is desirable since it helps you centralize communications, and gives your user … If you remove the filter, the communications will show up again and all users who have access to the … However, you do not want your users to see the personal email communications that take place as you negotiate
-
Can all users see a contact’s email history, regardless of which user added it to the account? … Permissions for a specific email address are disabled by the user or provider; e.g., a user changed the … Yes, all users are able to see a contact’s email history, regardless of which user added it to the account