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
How to Create a Batch Fundraising Record
This is a Lightning-only CRM functionality that allows users to create a batch of Fundraising records for a particular Entity based on imported reports. This tool allows our clients’ admins or investor relations teams to more quickly indicate who prospects for a fundraising initiative will be, letting them get to work on the actual business […]
How to Send Notifications after Creating an Interaction
Keep team members informed and aligned with pertinent Interactions by using Interaction Notifications! Send Notifications anytime you need to share an Interaction’s details. The Notification essentially sends a copy of the Interaction details to individual parties or groups that the sender can customize before each send. Upon sending the Notification, the sender is also able […]
How to Create and Edit a List View
Create and edit a List View of record data using filters to return the desired data. Pre-requisite: In this example, we create a new List View that returns contacts in the state of Colorado. Steps for Creating a List View Steps for Editing a List View Find List Views in Lightning Note: In List Views, […]
How to Create a Report Subscription
Tired of having to log in and look for specific data in reports that you need each week from the CRM? In Salesforce Lightning, users have the option to subscribe to reports and dashboards to receive results by email. With the correct permissions, users can subscribe themselves and also add other users, groups, and roles […]
