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The CRM

InfiPlex includes a built-in CRM for client and contact management. This includes contacts that you add to the system or individuals that create accounts on the site. The Contact's view gives you a quick overview of all of your interactions with that contact.

Nov 02 2016
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 CRM

Getting Started with CRM/Support Starter Package

The CRM/Support Package is a bundle of several InfiPlex applications that combine to create a professional support system for your client base. This article helps get you started using those tools.

Nov 01 2016
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 Getting StartedCRM & Support Package

Unknown Device. We have sent an email to the account owner for verification of this new device.

Getting the message "Unknown Device. We have sent an email to the account owner for verification of this new device."

Nov 01 2016
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 User ManagementAdmin ToolsSecurityloginLog inverify device

Using the Support Tickets option of the CRM

The Support Ticket Application within the CRM, offers an ideal way to manage online support/help for your clients. It offers a full set of features to help you manage support with your clients.

 

Nov 01 2016
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 Support TicketsCRM & Support PackageCRM

Shop Product Search

How the search feature works for the Product and Inventory searches on the admin side.

Oct 28 2016
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 Shopshop searchessearch results

Walmart Marketplace Set-up

This document outlines the steps to integrate the InfiPlex Inventory & Order Management System (OMS) with your Walmart Partner account.

Oct 24 2016
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 OMSWalmart

Canceling a Shop Order

The Shop system has options for Deleting and/or Canceling an order.

Oct 19 2016
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 ShopCancel an Ordercancelling

Getting InfiPlex Support

How to get support with the InfiPlex Platform.

Oct 18 2016
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 Support TicketsSupportQuestions

Getting Started with Smart Send

Smart Send is a mass email program. This article is the basic information to get started with it.

Oct 14 2016
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 Smart SendEmail

Changing footer content

The footer is the consistent content at the bottom of all website pages. This article explains how to edit that content.

Oct 01 2016
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 Admin Toolsfooter contenttemplate