Archive for category: AIM

How to Export Reports to Excel

October 4, 2022/in AIM, Reporting & Dashboards /by William Hale

How to Merge Accounts

September 2, 2022/in Accounts & Contacts, AIM, Data Management /by Robert Reyes

How to Enable MFA for Users: An Admin User Guide

January 20, 2022/in AIM, Mobile and Multi-Factor Authentication /by Robert Reyes

How to Enable MFA for User Accounts

January 20, 2022/in AIM, Mobile and Multi-Factor Authentication /by Robert Reyes

How Interactions Relate to Salesforce Activities (Tasks and Events), Email Plugins and Third Party Products

July 6, 2021/in AIM, Interactions /by Altvia Growth

How to Generate Tearsheets in AIM

April 22, 2021/in Accounts & Contacts, AIM, Tearsheets /by Altvia Growth

How to Install Lightning for Outlook

September 3, 2020/in AIM, Interactions /by Robert Reyes

AIM Interactions and Interaction References – Everything You Need To Know

August 18, 2020/in AIM, Interactions /by Altvia Growth

Advanced Reporting Features

August 13, 2020/in AIM, Reporting & Dashboards /by Robert Reyes

How to Customize your Navigation Bar in AIM

August 13, 2020/in AIM, Articles for AIM Admin's, Data Management /by Altvia Growth