That question was just posed to me, and it's one I'm sure will come up again. My answer follows, but it was off the top of my head. If someone has a different...
Just wanted to pass this on... There are basically two kinds of issues you might have with Advantage Xi. One is a technical issue. Something that it is doing...
Does anyone know if there is a "spam" folder anywhere in Xi? I don't see it listed in the folder section in the email function of the program. The reason I'm...
Cyndi, I would double check your "ban/block" list. I know I've inadvertantly wound up with email addresses in there by mistake. Go to tools/view ban/block...
Judi, Thanks! I checked both the banned and blocked. I didn't see it in there, but, I did see my email address listed!!! Should this be in there? How is...
Cyndi... First, remember that the blocked/banned list is based on the SENDER...so the only things you'd miss based on your own email address are things that...
Good idea...Gary. I have quite a number of outgoing referrals, but I don't touch the "contact type" area. I keep that very simple. Mine are Affiliate...
Thanks for the heads-up! I found myself in my banned email also! The last time I probably checked the blocked/banned lists was 3 weeks ago & I wasn't there...
Judi, That fixed it! Now, I'm getting my post to this forum, as well. Since my post come from my email address, I didn't receive those either. I don't know...
This is something I didn't realize when I set up my contacts in Xi. My broker sends out numerous emails to all the agents in my office. His distribution list...
Lynn, My cursor does that all the time! I thought it was just me! I think I will schedule a task to check the banned/blocked email list. That way I won't...
... GDH - You might want to think twice about using a special character at the beginning of category. I've switched dozens of people from one CRM to another,...
The cursor jumping is a known issue which Mark has been working on for a long time. It's very elusive and has to with certain types of HTML e-mails. He can't...
GDH - You might want to think twice about using a special character at the beginning of category. I've switched dozens of people from one CRM to another, and I...
No problem! We keep saying it ... ALL of us know lots more than any of us, right?! For your filters, the route I generally take is in the email center, go to...
In agent office there is a 'source' field for tracking where business came from. What would be the best way to source business in XI. For instance Ad - Real...
Gary - WOuldn't the easiest way be to have the contact type be the agent who is working that client. So setup contact type's John Doe, Steve Jones, etc Then...
You're absolutely right. Like I said, I was shooting from the hip. My primary goal was the least clicks possible to display one agent's leads with the most...
I'll echo Gary....that Referrals tab can be quite a useful tool. Under "Lead Source", I include things like Open House, Referral-Past Client, Referral-B2B,...
Are you using the "Lifetime value" field? That automatically shows you how much income your referrers are responsible for earning you, in the referral tree. ...
You should keep contact type very basic because we use that field "Contact Type" as the Palm Category for people that use Palm Devices. Palm only allows 15...
If you are going to do that, I would suggest that you prefix the classification field instead of the contact type field with something like "AGENT REFERRAL:...
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