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Custom Fields
Custom Fields In the CUSTOM FIELDS module you will be able to define the custom fields you work with. To manage the custom fields, follow the instructions below: Add Custom Field Press on Settings from the left menu Press on Custom fields from the ...
Alerts
Alerts In the ALERTS module you will be able to define the alerts that can also be automated with specific actions and conditions. To manage the alerts, follow the instructions below: Add Alert Press on Settings from the left menu Press on Alerts ...
SMS Automation
SMS Automation In the SMS Automation module you will be able to define the message templates that can also be automated with specific actions and conditions. To manage SMS automations, follow the instructions below: Add Message Template & Automation ...
Report Builder
Report Builder In the REPORT BUILDER module you will be able to define custom reports. To manage the report builder, follow the instructions below: Create Report Press on Settings from the left menu Press on Report Builder from the Advanced section ...
Setup
Before being able to use the application, it is necessary to configure it. The configuration mode affects the way the application behaves, in which sense you will find the relevant specifications inside this user manual. It is important to know that ...