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. View Interactive Steps Steps to add, rename, and deactivate picklist values: Note: If the values […]
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 our email marketing tool, 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 […]
How to Update a VDR/Portal End User’s Email Address
As an admin in the VDR/Portal, 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 the VDR/Portal. Steps: Global User Consideration: If the “Email” field is not editable and you can only edit the “Access Expiration Date”, the […]
How to Update Your VDR/Portal Information for End Users
In the VDR/Portal, end users can update account information such as Name, Company, Email, and if you’d like to receive emails when a document is shared with you. Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Verify Field Availability on a Report Type
CRM 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): Was this helpful? Submit Cancel […]
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 the CRM with filtered results. This can be useful in situations like LPs needing a special version of a static document. Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Restore Items from the Recycle Bin
Users can access the Recycle Bin to recover data they deleted within the CRM. 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. Was this helpful? Submit […]
How to Send a Test Email Before Sending Your Mailing [Legacy UI]
Note: This legacy version is no longer actively updated. 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: Was this helpful? Submit Cancel Thanks for […]
How to Add Workspace Admins
As a VDR/Portal Hub admin, you have system permissions to add admin users to your VDR/Portal workspace. Steps: Note: Once the Workspace admin(s) have been added, please send the “How to Connect the VDR/Portal API Key to the CRM” article to all VDR/Portal admins who are CRM users. This article will provide instructions on how […]
