Vine-Tuki

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  • Internal News

    1. Vine CRM
    2. Marketing Tools
    3. OTHER

    Internal NewsLists events to be shown in the Latest News pane on the Today Page.Shown events are taken from the folder set as a “News Folder” in step “5. Today page settings” in the System Setup wi...

    • Vine-Tuki
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  • Introducing Vine CRM System

    1. Vine CRM
    2. Welcome to Vine

    Introducing Vine CRM System OverviewVine develops, implements, and supports a flexible customer relationship management (CRM) system which gives you an integrated and custom-built CRM solution tha...

    • Vine-Tuki
    • 1 follower
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  • Creating Mail Merge Documents

    1. Vine CRM
    2. Vine Mail Merge

    Creating Mail Merge DocumentsSelect one or more objects and run the plug-in by choosing it from the right-click menu:You will see the standard Open dialog where you should locate and double-click ...

    • Vine-Tuki
    • 1 follower
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  • Creating Documents

    1. Vine CRM
    2. Vine Document Management

    Creating DocumentsThe easiest way to create a document in Vine is to drag it onto an object in Vine to which you want the document to be connected. This way the Name and Windows Path fields will be...

    • Vine-Tuki
    • 1 follower
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  • Advanced Find

    1. Vine CRM
    2. Using Tools
    3. Advanced Find

    Advanced FindUse Advanced Find when you need a complex database search.The Advanced Find in the Vine client for Windows has two modes: the Standard and the Extended modes. T...

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    • 1 follower
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  • Vine 22.11

    1. New in Vine
    2. Release History

    Vine 22.11New in Marketing AutomationAutomatic Cookie BlockingVine can now automatically block third party scripts which set cookies before user consent. If blocking some script prevents a page ...

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    • Updated
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  • Preparing a Zapier API Key

    1. Vine Marketing Automation User's Guide
    2. Zapier Integration

    Preparing a Zapier API Key You can create a Zapier API key in the API Keys tab in Settings of Vine Marketing Application. You will need this key to connect your Zapier Account to Vine. Please log ...

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    • Updated
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  • Admin Panel

    1. Vine Marketing Automation User's Guide
    2. Settings

    Admin PanelUse the Admin Panel to manage Vine users in your company. This panel is visible only to users with the Admin role.Creating a New UserClick New User.Enter the user's email which will also...

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    • Updated
    • 1 follower
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  • How to Create a Web Form

    1. Vine Marketing Automation User's Guide
    2. Quick Start

    How to Create a Web Form Introduction to Web Forms Using the Forms tool you can create and integrate person forms into the HTML pages of your website. These forms can capture visitor information an...

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    • Updated
    • 1 follower
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  • Web Page Scores

    1. Vine Marketing Automation User's Guide
    2. Web Site

    Web Page ScoresThe tool allows ranking your web pages by importance by placing them into the following categories:You can set a score for each category in the Settings.Setting Page RankTo set an im...

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