Posts by admin:
Contact Links within Contact Profile
Posted on: 13 Oct 2022
There are now two options for collecting and sharing information about Contacts from the CRM: Clicking the option at the top left (Contact Info) will copy a URL link back to this specific Contact profile that you can share with others. To access the the information about this Contact, the recipient of this information must […]
Message Center
Posted on: 13 Oct 2022
A unified Message Center concept has be added to the Add-On options, meaning that this feature must be turned on before it will be visible in the system. Once turned on, the “Message Center” option will show in the main menu. When the Message Center is opened it will show a list of messages on […]
View and Edit Opportunity Matrix
Posted on: 29 Sep 2022
While all Users can view the content of the Opportunity Matrix only Admin Users and Account Owners can edit info in the Opportunity Matrix.
Proposals: Email from Invoice Tab
Posted on: 28 Sep 2022
From the Invoice Tab in Proposals, you can send an email in one of two ways: Click on the Email Link and the system will open the full Contact Profile where you can verify/change the email address and then click on the Email Tab. Here you have the full power of our email tool including […]
Share Hosted Pages
Posted on: 28 Sep 2022
After you have create a Hosted Page, you can share that page with subaccount using the identified icon in the image just above. When shared, the receiving subaccount will NOT be able to edit the hosted page. All editing rights remain with the originating account.
Charts: Minutes and SMS Usage
Posted on: 21 Sep 2022
Two chart that will keep you in the know of your Minutes and SMS usage trends. You can choose between 1 and 12 months. Please understand that this chart shows is based on the the calendar month not the billing month.
Tokens in Calculations and Notes
Posted on: 21 Sep 2022
ClientTether Proposal system has built a very dynamic system that can use tokens to pass values around in the calculations. Please visit this Slide Deck to learn more.
Parse into Custom Fields
Posted on: 16 Sep 2022
Contact Records have a distinct list of fields. The system allows you to expand that list with Custom Fields. Custom fields consist of a Type, Label and Value. For parsing, content into a Custom Field use the Parser Term: Custom Field. Custom Field This term allows you to collect info into Contact Custom Fields. Using […]
Email Open Rate
Posted on: 13 Sep 2022
The Chart An Email Open Rate Chart needs to show 4 things: a Date, Number Sent, Number Opened and the Percentage Opened. We have built all this in one chart. Study the image above.The dates are shown across the bottom. These dates are sensitive to the date range you set on the Dashboard.The number sent […]
Historical Minutes and Text Usage per Month
Posted on: 13 Sep 2022
Historical Minutes and Text usage charts are available. You can ask for 1-12 months history and the system will show you the Chronological usage rates. Notes this does NOT synchronize with your billing cycle but it will show you a trend. The actual number of months available are based on your start date or the […]