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Print Labels

The print labels functionality in Ivinex is used to generate printed labels based on the data in one of your data modules.

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Zip Code Lookup – Feature

The Zip Code Lookup Feature is used to populate other address fields in a data record with a click of a button. This feature will help speed up the process of entering address information into a record.

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Mass Delete

There may come a time when you need to delete a large number or all of your records in a data module. It is possible to delete each one by hand (one at a time), but there is a better way. The mass delete tool allows you to delete all or a whole segment of  Full Article…

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Mass Update

So you have a bunch of records that all need to be updated and you don’t have time to click every record, add some data, and click the update button. This process would be much easier if we could update all the records at the same time. Lucky for us, the Mass Update tool does  Full Article…

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Syntax Codes and Equations

Syntax codes provide a more advanced method for retrieving, chaining, and performing calculations on data from different fields. From creating simple mail merge functionality to performing complex equations using many data fields, syntax codes make this possible.

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Displayed Related Items

When working with a module record, it can be beneficial to see related items from another module, or add related items for the current record. Using the Ivinex Related Items Manager tool, setting up related items is quite easy to do. To access the Related Items Manager, first click on the module we want to use,  Full Article…

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Outlook Plugin

Outlook is a very popular Email client used by many of the businesses in existence today. Because of this we created a plugin that will help you integrate your Outlook client with Ivinex. With this plugin, you can import emails and contacts straight into Ivinex with a single click. To download the install file for  Full Article…

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Using Filters

Before creating a filter, it is a good idea to understand what they do and why you would want to use them. The filter system is a powerful tool when setup correctly, and within the Ivinex CRM platform, filters can be used extensively.

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Importing data into a module

The Import Wizard allows you to import data into a module. You can import just about any spreadsheet once you get it into the proper format. Preparing Your Data To format your spreadsheet, first, remove any comments, headers, or titles that are unrelated to the actual data. All that should remain are the column headers and  Full Article…

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How to Send a Mass Email

So you want to email a group of people all at once? Your best bet is to use the Mass Email tool. You can find the Mass Email tool in the upper right hand corner of your Table View. If you can’t find it, you may not have permission to mass email on that tab.  Full Article…

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