This article explains merge fields and custom variables. You’ll learn about different types of merge fields, such as custom fields, custom values, custom objects, and custom links (trigger links and payment links), and how to use them to personalize communication and automate workflows. TABLE OF CONTENTS What are Merge Fields…
This article provides a comprehensive list of merge fields available and explains how to use them effectively. Merge fields allow you to personalize communications by dynamically inserting customer, user, appointment, and account details into messages, emails, invoices, campaigns, and other workflows. Whether you’re sending automated emails, SMS messages, or generating…
The branded client portal app is an add-on service that allows you to customize the mobile app according to your preferences. TABLE OF CONTENTS Step 1: App Customisations Step 2: Business Profile Step 3: Terms And Condition Page Step 4: Privacy Policy URL Step 4: Android and IOS Review Prerequisites…
The App Marketplace is a hub where you can seamlessly search for and integrate crucial apps into your sub-account. Assuring quality and functionality, every app is scrutinized by our developers. Only users with sub-account admin privileges can integrate these apps into their accounts. TABLE OF CONTENTS How to Find an…
How do I update the app pricing plan? To update the pricing plan, head-over to App Marketplace > Installed Apps and choose the ‘Change Plan’ option for the app that you wish to upgrade. Next, choose the new plan. Finally, review the changes, and proceed to upgrade and pay for…
Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a smooth and successful import process. Only admins have permission to import files into the system Sample File for importing or updating contacts: Sample file Prepare Your Data Supported…
Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record. Merging helps: Merging contacts is a non-reversible action. Only admins have the access to merge contacts in a location. Step 1: Select Contacts to Merge You can only…
This feature allows users to associate multiple contacts with one another using custom labels. This is particularly useful for businesses that need to manage relationships between contacts, such as family members or business associates. If you are looking to streamline communication and data organization for linked contacts, the information below…
The “Import Contacts and Opportunities” feature allows you to efficiently import both contacts and opportunities from a CSV file. You can map fields, create or update records, and monitor the import process seamlessly, ensuring accurate data entry and time-saving for bulk actions. Do check out this file before importing both…
This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. Feature 1 – Configuring Searchable Fields for Your Organization Admins now have…
