In Ivinex, filters are found in a great many places and today we will be learning how to build a variety of filters to get the most out of the Ivinex system. Even if you are an advanced Ivinex user, you will learn a trick or two from this webinar.
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.
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.