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Mail Merge Variables

Want to make a custom mass email that grabs the user’s name and other info automatically? Maybe you need to set something in a workflow using the information of a certain record. Whatever the case, you’ll need to use mail merge variables. What Are Mail Merge Variables? Mail merge variables are a way to grab  Full Article…

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How to Import Without Making Duplicates

Sometimes, you’re faced with having a constantly updated outside spreadsheet that you need to keep up-to-date in Ivinex. How do you re-import information without creating hundreds of duplicate records? The solution is in the Import Wizard’s De-Duplication feature. Let’s learn how to use this powerful little tool! First, go to the Import Wizard on the upper-right  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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Reports: Graph Types

There are 12 different types of graphs that you can create using the Ivinex Reporting tool. All of them have lots of different options, and today I’m going to try and address the basic use of each one of the different graph types. Bar Graph A bar graph is the default graph. It will show  Full Article…

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Workflows trigger on Status Update

Workflows are an integral part of automating your business process, but they can be tricky. Today I wanted to talk about something that lots of you want to implement, triggering a workflow when the status of an activity or service ticket is updated. However, you can use this method to trigger a workflow when ANY  Full Article…

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