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Tag Archives: Workflow

Workflow Wizard – Ivinex Webinar Video

Workflows are how you automate processes within Ivinex. In this webinar we will learn about the different types of workflows and how to setup and use them.

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Zip Code Lookup – Feature

The Zip Code Lookup Feature is used to populate other address fields in a data record with a click of a button. This feature will help speed up the process of entering address information into a record.

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Workflow Wizard

Workflows are how you automate processes within Ivinex. If you want to send an email every time a record is updated, you will accomplish it with Workflows. Workflows are a very powerful tool, so use them with caution. You will find the Workflow Wizard in the General Settings area (fig. 1). To open the Workflow  Full Article…

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Syntax Codes and Equations

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.

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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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