 | Inserting graphic images within HTML Email Messages | |
 | When using graphic images within HTML Email Messages, be sure each URL to a graphic file is publicly accessible on the internet. Meaning, the actual graphic image is not imbedded with the HTML message or stored on the system. Your HTML code needs to be wr |
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| Can't Print Activity - Error Message | |
| If you try to print an Activity View and get an error message, follow these steps:The issue is that some activity records have associated Contact Names that were no longer valid (when the print button is selected, the system tries to pull in i |
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| Direct Dial from Link with Skype | |
| Certain internet telephone services/software, phone numbers in SalesJunction.com will appear as Links that can be clicked to automatically make a call. Skype is an example of such a product. When you install (or reinstall) Skype, select the Option to &quo |
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| Emaill All function | |
| When sending Mass Emails with the "Email All" function in a Contact View, none of the recipients will see the names of other recipients in the email they receive. |
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| Territories | |
| Using TerritoriesThe Territory functionality is used to control access authority to groups of Accounts and their associated data records (such as contacts, opportunities, etc.). Within each granted territory, a user's CRM Authority settings |
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| Open Multiple Records Simultaneously | |
| Any number of Accounts, Contacts, Opportunities, or Cases can be opened simultaneously - with the added advantage of being able to work through a "list" of accounts, contacts, opportunities, etc. without losing your place. For example, when you |
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| Update Import - Account Ownership | |
| Using an "Update Import" to selectively change Account Ownership.a. Create a view of the Accounts you want to reassign. b. Download the records from this Viewc. In the Owner column of the downloaded spreadsheet, change |
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| Mass Account and Related Records Deletion | |
| Using a "Delete Import" to delete Account and ALL ASSOCIATED INFORMATION (Contacts, Notes, Activities, Cases, Opps, etc).a. Create a view of the Accounts you want to Delete. b. Download the records from this View.c. Use |
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| Sending a Newsletter | |
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1. Create a template for your newsletter (can be text only or html) in the Emal Templates section of SJ (Setup/Customizable Settings/Email Templates).
2. Create a Contact View with the targeted recipients and while in that View |
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