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Tag Archives: Documentation

Link Types

Ivinex defines relationships between records using “links”. Links between records are created a few different ways, which results in a few different kinds of links. Embedded An embedded link is created when you use a LINKED RECORD field on a tab. Related A related link is created when you use the “Displayed Related Items” section in the  Full Article…

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Reports

Reports are a very important piece of Ivinex, without them the Dashboard is useless. Reports help you visualize the data that you’re storing within Ivinex. You can see table data, summaries, and graphs. Reports When you first load the reports tab, you will be presented with 2 areas. Report Folder Column: Your list of report  Full Article…

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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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Data Field Display Type Reference

There are 25 different Data Types within Ivinex. The actual data that you store in Ivinex is all kept in one of these 25 Data Types. Along with Data Types, each field has a sub-set of Display Types that vary depending on what Data Type you choose. TEXT The text Data Type is the most  Full Article…

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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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User Preferences

Your user preferences contain settings for the general functionality of the site, like time zone, how many records to display in a table at a time, Email, Calendar, Password, and Activity settings. To view and edit your preferences you need to click on the “Preferences” link in the upper right hand corner of your site  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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