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Featured Articles
We Added New Newsletter Snippets and Perfected the Others
You may notice some new snippets in the builder, we just launched 12 additional snippets to help you build better newsletters.
Posted By:
Jordan Gilman
Posted On:
October 31, 2019
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Leverage Excel to Build Custom Reports and Charts that Stay Updated
Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging live data as it's generated in PeopleVine.
Posted By:
Jordan Gilman
Posted On:
October 26, 2019
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Introducing the Reporting Guidebook - An Outline of Available Reports
See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.
Posted By:
Jordan Gilman
Posted On:
October 26, 2019
Read Article
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New Feature
See Your Account Receivables and Auto Charge Monthly
Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're paid every month.
Posted By:
Jordan Gilman
Posted On:
December 3, 2019
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Looking to Hide Items on PDF Receipts and Online Reciepts
Learn how to hide certain products from showing up in the customer's view.
Posted By:
Jordan Gilman
Posted On:
December 2, 2019
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Using the House Account Payment Option at the POS
See how to use the House Account payment option in your POS that is connected to PeopleVine.
Posted By:
Jordan Gilman
Posted On:
November 25, 2019
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Add Venue Locations to Your Event Setup
You can customize the list of locations where you host your events by following these steps. You can use it to provide locations that are within your space or remote locations.
Posted By:
Jordan Gilman
Posted On:
November 19, 2019
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Need to Resend an E-mail/Newsletter to Someone Individually? And even include cc.
You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.
Posted By:
Jordan Gilman
Posted On:
November 15, 2019
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How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards
See how to setup a portal designed for your partners to redeem rewards/gift cards.
Posted By:
Jordan Gilman
Posted On:
November 14, 2019
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Integrating and Configuring your Aireus POS with PeopleVine
This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.
Posted By:
Jordan Gilman
Posted On:
November 13, 2019
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Understand How Subscriptions are Processed and How to Put on Hold
In this article, we'll share with you the various statuses available for subscriptions and how to leverage them to put people on hold and/or control their access.
Posted By:
Jordan Gilman
Posted On:
November 4, 2019
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We Added New Newsletter Snippets and Perfected the Others
You may notice some new snippets in the builder, we just launched 12 additional snippets to help you build better newsletters.
Posted By:
Jordan Gilman
Posted On:
October 31, 2019
Read Article
Add a CC Email to a CRM Account for their Admin or Another Inbox to get the Same
You can now add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.
Posted By:
Jordan Gilman
Posted On:
October 30, 2019
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