How to Select and Add Contacts to a Mailing List
Select Contacts for your Mailing List Contacts may be pulled from: Reports (a), or Prior mailings (b) Reports are used to generate “smart” lists of contacts to support mailings. Mailing lists may also be populated by contacts from prior mailings. When building mailing lists, it is also possible to combine contacts from reports by importing […]
How to Export Mailing Lists from Correspond as a CSV File
There is currently no ‘Export as CSV’ option found within the Mailing Lists tab in Correspond. However, there is a workaround that allows you to export a specific mailing list found under the Mailing Lists tab by creating a test mailing and exporting the mailing list from there. To do this, follow these simple steps: […]
How to Connect a CRM Contact with a VDR/Portal End User Contact
Are you having issues seeing VDR/Portal data for your investors within the CRM? If you have already created the end user in your VDR/Portal, the end user may not be linked to the CRM contact record. Best practice calls for you to connect your VDR/Portal users to the CRM by taking the necessary steps below […]
How to Download vs View in the VDR/Portal
In the ‘Users’ section of the VDR/Portal, an admin may click a user’s name to display that user’s detailed activity, which includes a ‘Viewed’ checkbox next to document names. One of our commonly asked questions is whether or not the ‘Viewed’ check indicates that the documents were Viewed, Downloaded, or both. Within this column, the […]
How to Create a Group in the VDR/Portal
To create a Group in your VDR/Portal follow these steps. Groups help increase the efficiency of document sharing and help with organization within your portal. Steps: Note: If you would like to include all users in your VDR/Portal to have access to the documents shared with this group, skip the step of adding users and […]
How to Customize the Watermark
The VDR/Portal offers an organization-wide setting that will apply a watermark to all PDF documents. If watermarking is enabled for your instance of the VDR/Portal, PDFs will be stamped with details such as username or download time. Note: If enabled, all PDFs in your portal will be watermarked. However, it can be changed on a […]
How to Clone Users in the VDR/Portal
The Clone option in the VDR/Portal provides the ability to Clone or copy either Documents, Groups, or both from one user to another. This is a useful tool if you’ve created a new user and you’d like to grant them specific access. Using the Clone option will copy the access from one user’s page and […]
How to Connect the VDR/Portal API Key to the CRM
The VDR/Portal for the CRM requires a unique, self-generated API key for each Admin user. The VDR/Portal API key is the token that will connect the CRM to the correct VDR/Portal. To retrieve the API key you’ll need to generate it manually with the click of a button as detailed in the steps below. Steps:
How to Edit Fields Displayed On a Related List
Salesforce provides Admins the ability to add, remove, or reorder the fields that are displayed on a Related List. Prerequisite: Steps: Note: To display more than the first four fields in the Salesforce Lighting environment, admins need to select the related list component in the Lightning App Builder and choose ‘Enhanced List’ as the related […]
How to Customize Your Navigation Bar in the CRM
Add, remove, and reorder tabs that appear in your Navigation Bar for easier and cleaner navigation customized to your individual needs. See the GIF below to view us adding the “Reports” tab to our Navigation Bar. Adding Pages Temporarily & Permanently
