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Core4 CRM

  1. Creating a FIND that selects a certain set of criteria, and excludes a certain set

    Started by Sue Smith,

    I had this working before, and now it is not. I need to construct a FIND to get records to load into MAILCHIMP for promotional emails. The selection criteria is as follows: 1. Omit any COMPANY records 2. Omit any records with a KEYWORD of "NOMAIL" 3. Select records for varying keywords

    • 2 replies
    • 1.2k views
    PCIPal

  2. Testing email alerts

    Started by Sue Smith,

    Is there a profile configuration item that sends email alerts? I saw a switch on the bottom of these messages - however, I'd like it to be permanent - that every post/reply sends me an email alert to check the forum.

    • 1 reply
    • 1.4k views
    PCIPal

  3. Deleting Found Set of BLANK Company Records

    Started by Sue Smith,

    By mistake, I did a batch import that resulted in 300+ totally BLANK "Company" records. This is skewing my counts for a report I produce every week. How do I delete these?

    • 4 replies
    • 1.1k views
    Sue Smith

  4. Selecting for records that have NO keywords

    Started by Sue Smith,

    How do I construct a FIND that will select all records that have blank keywords?

    • 1 reply
    • 1.1k views
    PCIPal

  5. Setting up different DASHBOARD views

    Started by Sue Smith,

    Has anyone come up with a way to setup different DASHBOARD views? For example, I have some follow-up tasks that are routine (i.e. going through old tasks from ex-employees trying to update) and I have ones that are MISSION CRITICAL. I'd like to know how other organizations are doing this?

    • 0 replies
    • 1.3k views
    Sue Smith

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