Vine-Tuki
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Viewing Documents
Viewing DocumentsTo view a document you can:Open its summary view and click View Document. Right-click the document anywhere and select View Document.Selecting View Document will, first, load the d...
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Understanding Search Criteria
Understanding Search CriteriaYou create search criteria in the Advanced Find dialog:To create a search criterion you have to, first, choose the type of objects to be returned by the search and the...
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Setting Shown Days and Time
Setting Shown Days and TimeIn the Vine calendar, there are two ways to select the visible days: you can use the shortcut buttons or you can select days right on the monthly calendar. Shortcut But...
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Introducing Vine desktop and Web clients
Introducing Vine desktop and Web clientsVine is a visual tool for handling company business activities, such as organizing customer contact information, planning and following projects, scheduling ...
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Vine 22.10
Vine 22.10New in Marketing AutomationNew Contacts MenuThe Lists menu entry replaced with a new Contaсts menu command which includes the following sub-entriesAll contacts is a new command that lists...
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How to Create Automation
How to Create Automation About Marketing Automation Using the Vine Marketing Automation tool you can automate all the typical e-marketing steps, such as: Tracking lead activity of your web site v...
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Published Documents
Published Documents The Published Documents page lists documents published on the Customer Web. Here you can review existing and upload new documents to the Customer Web: To upload a new docum...
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Field Attributes
Field AttributesLabelLabel - Gives the field a name that will be visible on the form.AlignmentYou can align labels and fields to LEFT, CENTER, or RIGHT.For example, here the Phone field is aligned ...
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Customer Statistics
Customer Statistics Customers are employees of companies of the "Customer" type (who can be contacted by email) You can select the type of employer companies in Vine CRM or set it in Excel import....
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Using in Customer Service
Using in Customer ServiceA multipurpose chatbot working on a company site should first detect if the visitor is an existing customer. For this, it can use bot greeting suggestions which direct each...