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Report Generator
Viewing and Sharing Reports The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the CRM data…
Reporting Contact Center Data in CRM
…call results is done in the Reports module, the same way as all the other reports. You can find general instructions on creating reports in the guide Report Generator. When…
Business Intelligence (Qlik Sense)
…the users who can access the BI reports, but you can only delete bookmarks you have created yourself. All the bookmarks are available for all the reports – not only…
System requirements checklist
…with some parts like BI reports, please go through this list and take the necessary steps to fix the issue: Use the latest Chrome or Firefox browser, so keep an…
Related Lists
…the almost all the same possibilities as the reports created with the report generator. Creating a Related List Related lists are created in Settings → Information Tab Settings. First, you…
Sales Organization Access
Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users…
Sales Organization Hierarchy
…Users do not have to belong to any sales organization structure. In that case they will not have permissions for example to any Custom reports or Business Intelligence reports. You…
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…for following the login history. Sales Organization Hierarchy Setting up the sales organization hierarchy for the CRM system. Sales Organization Access Determining the users’ access to custom reports and business…
Home Page Charts
Home Page Charts Introduction With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting…
Email Templates: Sending Mass Email
…of the screen. Mass Mailing Reports Once the mass mailing has been sent, it is possible to monitor the reception of the shipment in the Reports tab of the mass…
2022-11-03, November Release Notes
…by the assigned user’s supervisor (determined by Reports to field in user’s information). Improvements in Mass events More fields are enabled in mass events’ surveys to connect a question with…
What SPF, DKIM and DMARC mean to your emails?
…helps troubleshoot if the emails for some reason do not reach their destination or end up in the spam folder. Here rua= tells that you want to receive reports, and…
Managing and checking DNS Records
…DMARC is active, check the DMARC reports to make sure that the messages have been sent correctly and that they pass the SPF and DKIM checks. Finally, you can contact…
Outlook Add-In Setup
…be added to your Outlook address book. Automatically send error reports to program developers. Synchronize private items: the private items can be either synchronized completely, synchronized without content specification or…
Target Groups
…include or remove the contacts from different target groups or reports made by report generator to a new one. In the condition, you can also decide whether the used target…
Contact Portal
…day. Reporting The management (admin users on the Contact Portal) can follow the campaign statistics in the Admin module’s Reports tab. Here the admin can check the summary of the…
Project Settings
…and then selecting the manager in the field Reports To (see the picture below). In addition to determining the manager, the managers must also be given the permission to edit…
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…Creating bar and line charts. — Pie Chart Creating pie charts. — Stacked Chart Creating stacked charts. Report Generator Creating and sharing reports in the report generator. Work Hour Reporting…
Configuring GDPR Tools
…information (e.g. information about the contact’s support tickets vs. their invoices) should be shown in the same report. Instead, it is recommended to have several reports for clarity. You can…
Home Page Charts: Stacked Percentage Chart
…create a stacked percentage chart that reports the percentage of each product category in the sales orders from the previous year. The sales orders are grouped by months by their…
2022-01-12, January Release Notes
…customer Improved error handling in invoice sending Business Intelligence Reporting Table, Ad Hoc and Summary reports available for the new surveys Up to six dimensions available for selection (previously four)…
Field name variants Legacy vs REST/CRM2
…accountid Contacts contact_id reportsto Contacts assigned_user_id smownerid Contracts2 assigned_user_id smownerid Emails2 assigned_user_id smownerid EmailTemplates email_body_plain email_body_json EmailTemplates assigned_user_id smownerid Events assigned_user_id smownerid Events parent_id crmid Events taskpriority priority Events contact_id…
Kanban
…or equal to 1000 are limited to Kanban. KPI As with the list filters, it is also possible to add 1-3 KPI reports above the Kanban view. Result An…
Mass Events
…formulas, workflows, reports, etc standard functionalities apply also to the mass-event module. Registration form is available in the following types: Form in Self-Service Portal for registered users An anonymous form…
2023-02-02 February Release Notes
…parameter supporting _id endings; example: cf_contact2_id Mass-invoicing dynamic field formulas including ID-types is supported and run Reports has new way to do counting: Distinct General fixes; improvements in performance and…
Set email sending addresses and authentication methods
…define the rules for what to do with emails in case of problems and where to send reports. Configure the “Show only customer email address” function in the CRM service…