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Implementation & Process
 

Recent Update/New Articles

Users/Groups & Permissions - Ivinex Webinar Video

Display Colors - Ivinex Webinar Video

Importing Data - Ivinex Webinar Video

How to Login

10/12/2021 11:32 AM
How to Demo Inbound Call using Agent View

How to Demo Ticketing

10/12/2021 11:13 AM
How to change Agent View - Scripting (Pop-Up)

08/31/2021 09:03 PM
Surveys - Ivinex Webinar Video

Display Conditions - Ivinex Webinar Video

Alert Matrix - Ivinex Webinar Video

How to Use System Admin

08/23/2021 03:58 PM
Filters - Ivinex Webinar Video

Workflow Wizard - Ivinex Webinar Video

Conversion Options - Ivinex Webinar Video

How to demo Ticketing Kanban

05/31/2021 11:53 AM
How to change Agent View - iframe a website

05/31/2021 11:50 AM
How to Demo CRM Modules

05/31/2021 11:47 AM
6. Synchronize Users, Campaigns, Dispositions, and Agent Statuses

 

7. IF the client needs to use Work Items

 

8. IF the client needs to use Ticketing

 

9. IF the client needs to use Answering Service

 

11. IF the client needs to use SMS

 

12. IF the client needs to use Live Chat

 

Appendix A. Definitions of Ivinex Terms

 

05/31/2021 11:28 AM
Syntax Codes

UUE Views & Modules

Reports

Dashboard

Conversion Options

User Preferences

Administrator Options

Knowledge Base Feature

Mobile View Feature

Notification Feature

Schedule Feature

Single Sign On (SSO) Feature
Text Message Feature

Twilio Feature

Finance Feature

Features

API Documentation

GetRecords

AddRecord

LinkRecords

Calendar

Themes

Call Center

GetTabs

GetFields

UpdateRecord

GetRelatedItems

GetAllRelatedItems

Integration Feature

Script Feature

       

05/12/2022 09:51 AM
Google Maps Feature

Events Feature

Email Feature

Dispatch Feature

Data View Feature

CRM Feature

Contact Center Feature

Contact Card Feature

Contact Card

05/11/2022 06:39 PM
Navigation

Filters

Login

How to Add Dashboard Units

View Editor

Terminology

Files

Import Data

Equations

State Machines

Workflow Wizard

Card Processing Feature

Create a Workflow

Details Layout

Create a New Module

Modules

Table View

General

Password

Displayed Related Items

Module Details

Detail View

Files

Using Filters

Display Colors

Display Conditions

Data Field Display Type Reference
Field Display Options

Mass Delete

Mass Update

How to Import Without Making Duplicates

Importing data into a module

Themes

Workflows trigger on Status Update

Workflow Layout

Workflow Actions

State Machine Settings

Create a State Machine View

Create a State Machine
Chaining Syntax
User Syntax

Table Syntax

Columns

Summary

Field Syntax

Report Sections

General

Scripts

General

Passwords

Process Manager

Deleted Items Manager

Custom Themes

System Preferences

2. Related List

1. Master List

3. Details

4. New Details

5. Related Details

6. Feature

7. Change History

Create or Modify Filters

Criteria Groups

Select Columns

Permissions

Search Criteria

History View

Activities View

Guided Script Module
Guided Ticketing Module

SDR Sales Engagement Module

View Fields

Using the Alert Matrix

Print Labels

Zip Code Lookup

Display & Themes

Pre-Kickoff Tasks
Create a Custom Theme

Chrome Data VIN Decoder

Use Cases Part 1

Use Cases Part 2

Template Library

UUE Sales Kit

Ivinex Admin Documentation

Administration (Back-end)

Dialers

General

Audio

Administration (Front-end)

Mail Merge Variables
Email Templates

Mass Email

Setting Up Call Center Feature

Call Center Modules

Call Center Configurations

List Management

CC - Agent Data

CC - Agent Status

05/04/2022 02:22 PM
CC - Call Data

CC - Campaigns

CC - Directory

CC - Dispositions

CC - Master Call List

CC - Queues

CC - SubDispositions

CC - Agent Actions

CC - Agent History

CC - Area Codes

05/04/2022 02:22 PM
Call Center Views

Agent View

Dashboard View

Manual Dial

Campaign Manager

How to Navigate UUE On Initial Login

4. Add a Dialer

 

Checkbox

Integer

Decimal

Calendar-Select

Date

Datetime

File

Linked Record

Button

Hierarchy Wizard

Color Picker

Category

Link Types

Text

Select (dropdown)

Multi-Select

Permissions

Field Display Layout

Email Templates - Ivinex Webinar Video

10. IF the client needs to use Email

 

User

Time

Record List

Survey Item

Static

Timestamp Diff

Radio

Multi-Select User

Phone Number

Module

User Manager

New User Group

Group Permissions

New User

User Details

User Permissions

Group Manager

User Group Details

General Settings

1. Create a Clients Module

 

2. Create Scripts

 

3. Enable Call Center

 

5. Configure CXone

 

User Preferences
Scoping

Kickoff

Build

Testing and Training

Go Live

Reports - Ivinex Webinar Video

All Articles: (Alphabetical)

Zip Code Lookup

Workflows trigger on Status Update

Workflow Wizard - Ivinex Webinar Video

Workflow Wizard

Workflow Layout

Workflow Actions

View Fields

View Editor

UUE Views & Modules

UUE Sales Kit

Using the Alert Matrix

Using Filters

Users/Groups & Permissions - Ivinex Webinar Video

User Syntax

User Preferences

User Preferences
User Permissions

User Manager

User Group Details

User Details

User

Use Cases Part 2

Use Cases Part 1

UpdateRecord

Twilio Feature

Timestamp Diff

Time

Themes

Themes

Text Message Feature

Text

Testing and Training

Terminology

Template Library

Table View

Table Syntax

System Preferences

Syntax Codes

Surveys - Ivinex Webinar Video

Survey Item

Summary

Static

State Machines

State Machine Settings

Single Sign On (SSO) Feature
Select Columns

Select (dropdown)

Search Criteria

SDR Sales Engagement Module

Scripts

Script Feature

       

05/12/2022 09:51 AM
Scoping

Schedule Feature

Reports - Ivinex Webinar Video

Reports

Report Sections

Record List

Radio

Process Manager

Print Labels

Pre-Kickoff Tasks
Phone Number

Permissions

Permissions

Passwords

Password

Notification Feature

New User Group

New User

Navigation

Multi-Select User

Multi-Select

Modules

Module Details

Module

Mobile View Feature

Mass Update

Mass Email

Mass Delete

Manual Dial

Mail Merge Variables
Login

List Management

LinkRecords

Linked Record

Link Types

Knowledge Base Feature

Kickoff

Ivinex Admin Documentation

Integration Feature

Integer

Importing data into a module

Importing Data - Ivinex Webinar Video

Import Data

How to Use System Admin

08/23/2021 03:58 PM
How to Navigate UUE On Initial Login

How to Login

10/12/2021 11:32 AM
How to Import Without Making Duplicates

How to demo Ticketing Kanban

05/31/2021 11:53 AM
How to Demo Ticketing

10/12/2021 11:13 AM
How to Demo Inbound Call using Agent View

How to Demo CRM Modules

05/31/2021 11:47 AM
How to change Agent View - Scripting (Pop-Up)

08/31/2021 09:03 PM
How to change Agent View - iframe a website

05/31/2021 11:50 AM
How to Add Dashboard Units

History View

Hierarchy Wizard

Guided Ticketing Module

Guided Script Module
Group Permissions

Group Manager

Google Maps Feature

Go Live

GetTabs

GetRelatedItems

GetRecords

GetFields

GetAllRelatedItems

General Settings

General

General

General

General

Finance Feature

Filters - Ivinex Webinar Video

Filters

Files

Files

File

Field Syntax

Field Display Options

Field Display Layout

Features

Events Feature

Equations

Email Templates - Ivinex Webinar Video

Email Templates

Email Feature

Displayed Related Items

Display Conditions - Ivinex Webinar Video

Display Conditions

Display Colors - Ivinex Webinar Video

Display Colors

Display & Themes

Dispatch Feature

Dialers

Details Layout

Detail View

Deleted Items Manager

Decimal

Datetime

Date

Data View Feature

Data Field Display Type Reference
Dashboard View

Dashboard

Custom Themes

CRM Feature

Criteria Groups

Create or Modify Filters

Create a Workflow

Create a State Machine View

Create a State Machine
Create a New Module

Create a Custom Theme

Conversion Options - Ivinex Webinar Video

Conversion Options

Contact Center Feature

Contact Card Feature

Contact Card

05/11/2022 06:39 PM
Columns

Color Picker

Chrome Data VIN Decoder

Checkbox

Chaining Syntax
CC - SubDispositions

CC - Queues

CC - Master Call List

CC - Dispositions

CC - Directory

CC - Campaigns

CC - Call Data

CC - Area Codes

05/04/2022 02:22 PM
CC - Agent Status

05/04/2022 02:22 PM
CC - Agent History

CC - Agent Data

CC - Agent Actions

Category

Card Processing Feature

Campaign Manager

Call Center Views

Call Center Modules

Call Center Configurations

Call Center

Calendar-Select

Calendar

Button

Build

Audio

Appendix A. Definitions of Ivinex Terms

 

05/31/2021 11:28 AM
API Documentation

Alert Matrix - Ivinex Webinar Video

Agent View

Administrator Options

Administration (Front-end)

Administration (Back-end)

AddRecord

Activities View

9. IF the client needs to use Answering Service

 

8. IF the client needs to use Ticketing

 

7. IF the client needs to use Work Items

 

7. Change History

6. Synchronize Users, Campaigns, Dispositions, and Agent Statuses

 

6. Feature

5. Related Details

5. Configure CXone

 

4. New Details

4. Add a Dialer

 

3. Enable Call Center

 

3. Details

2. Related List

2. Create Scripts

 

12. IF the client needs to use Live Chat

 

11. IF the client needs to use SMS

 

10. IF the client needs to use Email

 

1. Master List

1. Create a Clients Module

 

Setting Up Call Center Feature