AIM CRM

Discover the full potential of Altvia’s AIM CRM. Whether you’re a seasoned user or just getting started, we’re here to assist you in maximizing the value of our platform.

Articles

Reports and Dashboards

How to Create a Custom Report Type for Accounts and All Interactions

How to Inline Edit in Reports

How to Unsubscribe Users from a Report

How to Verify Field Availability on a Report Type

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Data Management

How to Mass Transfer Account Records from an Inactive User

How to Inline Edit in List Views

How to Manage Picklist Values

How to Add Picklist Values to a Record Type

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Tearsheets

How to Generate Tearsheets in AIM

MFA

How to Reset a Salesforce User’s Password

How to Enable MFA for Users: An Admin User Guide

How to Enable MFA for User Accounts: A User Guide

Interactions

How to Create a Custom Report Type for Accounts and All Interactions

How to Leverage Your Data in AIM by Reporting on Interactions

How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References

AIM Interactions and Interaction References – Everything You Need To Know

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Email Plugin

How to Install the Salesforce Gmail Integration

How to Install the Salesforce Outlook Integration

Features of the AIM Inbox Home Bar

User Guides

Interactions

View or Download

AIM CRM Training

Learn the basic workflows and data model in the AIM CRM.

GET STARTED WITH AIM CRM

New User to AIM

Self-paced Training Module

REPORTING

Create Reports in the AIM CRM

Self-paced Training Module

DASHBOARDS

Create Dashboards in the AIM CRM

Self-paced Training Module