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Feature Attributes in Your Customer Attribute List
You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols). This will bring them to the top and feature them for quick access.
Posted By:
Integration *
Posted On:
March 4, 2020
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Improvements Made Throughout February 2020
We made some improvements throughout the platform in the month of February. Check out a few in the article or check out the platform to see what's popped up.
Posted By:
Integration *
Posted On:
February 21, 2020
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A Guide to Operating PeopleVine
I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.
Posted By:
Integration *
Posted On:
February 11, 2020
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Early January Updates
We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.
Posted By:
Integration *
Posted On:
January 7, 2020
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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:
Integration *
Posted On:
October 30, 2019
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