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 : Personalization
   

* To enter personalization variables, select the 'Field Choose' icon. * You can select either user/company/ contact fields. NOTE: You can access database added to the page, and insert its variables into the text box. * Consider adding user fi...
* In the email template editor, click on the 3 bars icon and scroll down to choose , which is our field chooser. For information on how to access the template editor, click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/367/178/...
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...
How to Lock the Planning Tab within "Organization" FEATURE: This feature allows the User to lock the "Planning" tab of Organizations once the revenue targets are set for the period. The User can unlock it for next period time or for adjustments. WHO ...