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Search results for:Contact tagging

Customer Contact Tagging

Tag different customer contact recipient/s to assign which communications they should receive… If I do not need customer contact tagging, does this change anything?… Related Webinar: Advanced Communication Settings and Customer Contact Tagging

[Webinar] Features Highlight: Advanced Communication Workflow Settings and Customer Contact Tagging

Customer Contact Tagging - tag your customers’ contact information depending on the communication they… using tags to identify which communications are sent to different recipients Apply these customer contact

Customer contacts for Attache BI integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for Attache BI users only… When Attache BI is setup with ezyCollect, the first sync will bring across all customer contact details… All other customer contact will not have any tags in ezyCollect

Customer contacts for Xero integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for Xero users only… When Xero is setup with ezyCollect, the first sync will bring across all customer contact details… The "Primary Contact" will always be tagged to Receive All Communications in ezyCollect by default

Customer Contacts for Advanced Business Manager (ABM) integrated to ezyCollect

Default customer contact tagged to ‘Receive All Communications’ applicable for ABM users only… ezyCollect will identify the main contact in ABM as the Main Accounts Contact (found in the customers… When ABM is setup with ezyCollect, the first sync will bring across all customer contact details

Customer contacts for MYOB EXO integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for MYOB EXO users only… When MYOB EXO is setup with ezyCollect, the first sync will bring across all customer contact details… ezyCollect will then automatically enable the selected "Statement Contact" from MYOB EXO (located in

Customer contacts for MYOB Advanced integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for MYOB Advanced users only… fields as "Contacts": The contact information of "General Info" The contact information of "… over to ezyCollect, the contact from "Billing Settings" is the only contact/s that automatically set

Customer contacts for NetSuite/JCurve integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for NetSuite and JCurve users only… When NetSuite or JCurve is setup with ezyCollect, the first sync will bring across all customer contact… customer contacts to receive different automated communications in ezyCollect, please check our Customer Contact

Customer contacts for MYOB ARLive, ARDesktop, AROffline, Essentials integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for these versions of MYOB… If the customer contact from MYOB has a valid email address, it will automatically tagged to Receive… Sample Screenshot of MYOB ARLive with main contact and below with multiple contacts

Advanced Communication Workflow Settings

Setting up different customer contact recipients in your workflows using the Advanced Communications Settings… Important Step: Once you have enabled the advanced communication settings, you can start tagging relevant customer contacts to apply for your new settings - please see Customer Contact Tagging… If you have done the customer contact tagging, then ensure that you follow the steps above to enable and use them in your communications workflow