Knowledge

Follow these steps to connect your Hubspot instance to Magentrix....

A synchronization filter is used to limit the amount of records that are imported into Magentrix depending on the criteria....

A new, enhanced layout for support tickets is now available for all native and Salesforce customer support portals. In addition, ticket workflow management and optional email notifications can also be enabled in order to notify your customers and support agents whenever a new support ticket is created or a new comment is posted....

How to create Email Templates on the Document Library...

In the new release, a new "Guest" security role type will replace the existing guest security role that uses the “Employee” role type. Custom community guest roles will be automatically created when a custom community portal is created. Role auditing will be added to track security changes made to security roles....