Archiving instant messaging

If you want to look at any instant message later, Connect can archive all instant messages sent to or from your users. The archived data include: local messages and messages sent to and received from outside of their domain group chats file name and size of all files transferred over instant messaging Configuring instant messaging […]

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Configuring instant messaging

About instant messaging Instant messaging service is based on an open technology for real-time communication. The instant messaging (IM) service is running in Connect automatically. To check if the instant messaging is accessible, click on Check Service Accessibility in the administration interface in section Configuration → Instant Messaging. Image Make sure to open the following […]

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Contacts

The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The “Show Opportunities Icon in the Contact Action Bar” option allows you to view the opportunities for that contact. To make this work, you need to make sure you have your Infusionsoft Account setup with the API […]

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Campaigns

The Campaigns Options allows you to control the Explorer view with the Campaigns page. This view gives a more structured view of the Campaigns helping you to find a campaign more easily. Note, to make this view fully work, you need to setup the character separator and your campaign names. The view allows up to […]

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