Knowledgebase - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".



RSS Feed
Knowledgebase : Contacts

* Click on Contacts > Lists > Smart List > Click on "Create". * On the info page, name your smart list. * Next, set up your filters(s). * Notice that you can choose from an attribute (contact record data) or an action. Select "Form" to view the...
* Note* Custom fields will allow you to record even more data about your contacts. They can be used in your forms and updated from your CRM. * To start, click on Setup > Custom Fields, then choose if you'd like a custom field for Contact, Opportunity,...
To edit the information for an individual contact, go to "Connections", then "Contacts" and click on the contact that you wish to edit.     This will open up the "Contact" window. In the "Info" and "Address" tabs, you can edit a contact's demographi...
To help organize your contacts and easily search them later, you can add multiple filters to individual contacts and/or contact lists. To access your contacts, click on the Connections > Contacts     This should load a window with a list of all of...
To create a recipient list, click on Connections > Lists    Select the "Recipient Lists" folder, then click on the "Create" button.   Enter in the "Name", "Description" and add any "Filters" needed to your Recipient List. When you are complete w...
To view a summary of your accounts' activity, go to "Reports", then "Connections", and then "Accounts".     The Accounts section will allow you give you a summary of your group's demographic information and overall activity and interest level.
To create a contact, click Connections, then Contacts.   Add any information that you would like here. You must enter an email address or SMS number in order to save the contact. As a best practice, you should enter the following information in the ...
To manually send communications to individual contacts, go to the "Connections Section" And then click on contacts. If you wish to narrow down the list of potential contacts, you can click on one or more filters. For this tutorial, we will sort our contac...
* Unsubscribing contacts will remove them from your Daily Report for email opens and prevent them from receiving emails or text messages from you again. * Unsubscribing is the best way to ensure that a contact never receives an email from you again an...
STEP 1: Click to expand the "CONNECTIONS" menu and then click on "CONTACTS". STEP 2: Click on "CREATE". STEP 3: Click on the "INFO" tab. Add your CONTACT'S FIRST NAME and EMAIL ADDRESS (especially if you are using personalization variables in the emai...
To view, all bounced contacts from a specific email, go to Reports, then Communicate, and then Email.   In the "Recent Active Emails" section, click on the email you would like to view. In the over section for that specific email, click on the "View...
* SHARING ALL CONTACTS WITH OTHER USERS To share an entire database of contacts with another user, create a smartlist for all of their contacts and share these contacts to the user via the sharing page.  1. CLICK CREATE IN THE SMART LIST SECTION UNDE...
As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between the platforms. * Address1 * Address2 * Caption * City ...
Because Mindmatrix needs to keep a record of contacts who hard bounce or unsubscribe in order to remain in compliance with the CAN SPAM act, MINDMATRIX DOES NOT DELETE HARD BOUNCES OR UNSUBSCRIBES. This prevents sending emails to them again if they are un...
CONVERSION OF CONTACTS TO USERS FEATURE: This feature outlines the process of converting any contact into a user. On conversion, the contact receives a link to the install and the login credentials via email. WHO WILL BE USING THIS? This feature i...
OPPORTUNITY OWNERSHIP FEATURE: Earlier users could only share opportunity records with other users. This restricted them from having certain rights over the opportunity record. Opportunity ownership allows users to assign complete ownership of opportu...
HOW TO CUSTOMIZE STATIC CONTACT FIELDS FEATURE: This feature allows users to customize the fields that are provided by default. This means users can now have only those fields that are relevant to their business model. WHO WILL BE USING THIS? This...
THE PARTNER CREATION AND MODIFICATION PROCESS FEATURE: This feature enables users within a company to interact with each other and have access to create smart list, drip, scoring, reporting etc. for users based on their Internal and External activitie...
Assigning MDFs to Organizations FEATURE: This enhancement allows users to assign MDFs to multiple Organizations/Organization Groups. WHO WILL BE USING THIS? This enhancement will be used by Users who have permission to create MDF Fund Plan. BENEF...
WHAT IS AN INACTIVE CONTACT? An inactive contact is a contact that has never opened an email. A contact can be considered inactive for a few reasons: * The contact has not opened an email * The contact's email address has hard bounced * The conta...
HOW TO CREATE PERMISSION-BASED COMPANY LIST FEATURE: This feature allows the Super admin User to mark a company list as public or private to provide filtered Users to see the company list and use them. WHO WILL BE USING THIS? This feature will be ...
FEATURE: This feature provides more folders like "Leads" "Contacts" "No User activity" in contact records page to filter out contacts in additional to existing ones. WHO WILL BE USING THIS? This feature will be used by all the Users. BENEFITS: T...
FEATURE: This feature allows the User to record and save any offline activity (not from AMP) done for a contact like "Met at Starbucks", "Made a phone call". WHO WILL BE USING THIS? This feature will be used by all the Users. BENEFITS: This will...
FEATURE: This feature allows the User to either accept or reject the Lead assigned to him/her using lead routing. WHO WILL BE USING THIS? This feature will be used by all the Users. BENEFITS: This will help the sales user to either accept the le...
FEATURE: This feature allows the User who has access to create custom contact fields to display tabs based on different personas of the company. WHO WILL BE USING THIS? This feature will be created by User who has access to create custom contact fie...
FEATURE: This feature allows a User to reset/revert the customized static contact fields configured for a Company and make it as default one. WHO WILL BE USING THIS? This feature will be used by Site Admin earlier and once be working as intended wil...
HOW DO I CREATE LEAD ROUTING RULES? FEATURE:   Admins with lead routing access under the Setup tab may create lead pools in the lead routing section.   These pools will allow the automatic assignment of leads which users may accept or reject. ...