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Tag Archives: User

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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