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Tag Archives: Admin

User Manager

The User Manager area is where you create new users, and edit existing users. The User Manager has two panes, very similar to the Group Manager. Those two panes are a “User List” pane that lists all the users and the “User Details” pane that will show a users details (Fig. 1). The User List section lists  Full Article…

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Field Display Options

Field Name This is the ‘machine name’ and ID of the field. This name is most commonly used when referring to the field using Field Syntax. Display Text This is the text that will show as the Label for the the field. Data Type This dropdown box let’s you decide what kind of field you  Full Article…

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Group Manager

The Group Manager is where you go to add/edit/delete User Groups for your site. If you want different sets of Users to have different permissions, different access levels, or the like, you use groups. The Group Manager is made up of two panes, the “User Group List” pane and the “User Group Details” pane (Fig. 1).  Full Article…

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User and Group Permissions

Permissions Overview User and group permissions are very similar, but are listed just a little different from one another. In this tutorial you will learn about how to setup permissions for a group and how to setup individual user permissions. You will find that actually setting the permissions is the exact same process for both  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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Using the Alert Matrix

The Alert Matrix is a system that is useful for elevating Support Tickets for customer service reps (Fig. 1). There are two tables within the Alert Matrix Popup. The top table will list all the Alerts that you have set up, the second will show the details of any alert that you click on in the  Full Article…

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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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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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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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