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Ivinex Admin Documentation

Ivinex CRM provides unparalleled control over your data, interface, and settings. Through the administration tools, you can build and customize your CRM solution to fit your business process, and display exactly the information you need.

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Ivinex User Documentation

New to Ivinex? Want to learn about the ins and outs of its day-to-day use to help you better utilize its functionality? Well, you’ve come to the right place! Today we’re going to learn about the basic layout of Ivinex, and how it all works together.

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Alert Matrix – Ivinex Webinar Video

The Alert Matrix is a system that pops up a red alert action box in Ivinex based on a set of criteria. While the Alert Matrix is most commonly used by customer service representatives for support ticket escalation, it can also be used for other processes that are time sensitive.

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Surveys – Ivinex Webinar Video

Survey modules contain all the functionality of a normal data module, but also provide the ability to display as a “public facing” data capture form. We will learn how to create and use Ivinex surveys in this webinar.

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Workflow Wizard – Ivinex Webinar Video

Workflows are how you automate processes within Ivinex. In this webinar we will learn about the different types of workflows and how to setup and use them.

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Display Conditions – Ivinex Webinar Video

Display conditions allow you to show or hide sub tabs, fields, or field options based on a set of conditions. In this webinar we will learn how to setup display conditions and some tips and tricks for using them.

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Reports – Ivinex Webinar Video

Reports help you visualize the data that you’re storing within Ivinex. In this webinar we will be learning how to build reports, summaries, and graphs.

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Email Templates – Ivinex Webinar Video

In this webinar, we will be learning how to create email templates with static and dynamic content, and the different ways in which email templates may be used.

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Conversion Options – Ivinex Webinar Video

The conversion options tool is useful for converting data from one module into another module. In this webinar, we will learn how to setup and use conversion options in Ivinex.

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Display Colors – Ivinex Webinar Video

The display colors tool is a simple system for creating visual color differences between records that appear in record list windows. This webinar will focus on the new display colors tool… how it works, and strategies for getting the most out of it.

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