How to Unsubscribe Users from a Report
Users may wish to adjust or unsubscribe specific recipients from a report subscription. It’s important to note that report subscriptions can only be modified by their creators or Administrators with the ‘Modify All Data’ permission. Steps: For more information on Report Subscriptions please visit “How to Create a Report Subscription”.
How to Manage Picklist Values
Picklists are a quick and easy way to categorize your data based on different variables. They allow you to easily report on and extract information. On occasion, you may need to add, rename, or deactivate the values within your picklist. Steps to add, rename, and deactivate picklist values: Note: If the values do not appear […]
How to Add Picklist Values to a Record Type
In some cases, when an Object has multiple Record Types, values added to a picklist may not show up on the front end. This often happens because the values haven’t been added to the ‘Record Types’. For this tutorial, let’s assume you’ve already added picklist values to the desired field within the Object. If you […]
How to Customize the Unsubscribe Link within a Template
In Correspond: Market Edition, every email includes an “Unsubscribe” link to comply with legal regulations. If you prefer not to use the default option, you can customize this link in templates that are not ‘Text Only’. Simply insert a ‘Special Link’ or ‘Button’ into your email. Steps for Special Link: Steps for Button Special Link:
How to Update a ShareSecure End User’s Email Address
As an admin in ShareSecure, you can update end user’s email addresses who are not global users. Below are the steps on how to update an end user’s email address in ShareSecure. Steps: Global User Consideration: If the Email field is not displayed once you click edit, and there is only an “Edit Access Expiration […]
How to Update Your ShareSecure Information for End Users
In ShareSecure, end users can update account information such as Name, Company, Email, and correspondence notification preferences. Steps:
How to Verify Field Availability on a Report Type
Salesforce Reporting allows you to view which fields are available for a particular report type before creating the report. Additionally, you can filter by object(s) or field(s) to determine which report type to use. Steps to verify which Fields are available: Steps to filter Report Types by Object(s) or Field(s):
How to Use the “Filter from Report” Button in an Investor Correspondence Batch
If you want to send documents to select recipients in an Investor Correspondence batch, create a report in AIM with filtered results. This can be useful in situations like LPs needing a special version of a static document. Steps:
How to Restore Items from the Recycle Bin
Users can access the Recycle Bin to recover data they deleted within their Salesforce org. Items within the Recycle Bin are permanently deleted after 15 days. Steps: Note: Once an item is deleted from the Recycle Bin, it is permanently unrecoverable. Restored documents will appear back in the location they originated from.
How to Send a Test Email Before Sending Your Mailing
When creating a mailing within Correspond: Market Edition, it is best practice to send a test email to ensure all edits look correct and the email was received correctly. Follow the steps below to create a test email. Steps:
