Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts or users if needed, set the date and time, and so on.
Like with any other object in Relenta, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Relenta account with external websites, systems and processes: Web form API Email API Developer API v3 Developer API v2 (deprecated)
The Email API allows you to create and update contacts by including specially formatted code in the body of email received in Relenta: ### BEGIN CREATE CONTACT ### API_KEY: EMAIL: FULL_NAME: FIRST_NAME: LAST_NAME: JOB_TITLE: COMPANY: CONTACT_COMMENTS: PHONE(LABEL): WEBSITE(LABEL): MESSENGER(LABEL): FAX(LABEL): CUSTOM_FIELD(FIELD_NAME): ADDRESS(LABEL):#START# #END# TEXT(LABEL):#START# #END# BLOCK NAME|PHONE(LABEL): GROUPS: {comma-delimited list of group IDs} OPTIONS: {overwrite/update/cancel}…
You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate to that group, then click Export. To export your activities in iCalendar format, click Export on Calendar view. At this time only we can export your emails and files, and will do so upon your…
Email marketing automation is an integral part of CRM in Relenta. The same features used by email marketing pros are included with every paying plan at no extra charge. Email Autoresponders let you send a series of automatic emails to a contact at specified intervals. Each autoresponder campaign sequence is associated with a group of…
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