a new checkbox, a new function – use the customer tab search result for reports

the new “use the customer selection from customer tab/view” checkbox that has been added to reports that have customer selection allows you to run reports using the current customer selection.

here is the process…
– visit the customer tab/view
– apply any filter(s), e.g.; by state, territory etc.
– go to the reports tab
– select a customer based reports, i.e.; reports that have a customer selection drop-down
– click to select the new “use the customer selection from customer tab/view” checkbox

the report will be generated using the customer selection from the customer tab/view

E-Blasts for Responsive (Mobile Friendly) Emails

A how-to for Personalized Bulk Email users who would like to…

– Deliver responsive (Mobile Friendly) emails
– Have more control over layout with the use of custom templates

The video is 6 min 45 secs long. It covers the [1] use of the template, [2] transfer of the content to SE’s Personalized Bulk Email and [3] the final touches and image upload.  It ends by showing the final e-blast on an iPhone’s mail and gmail apps.

shareSE (referral program)

How it Works

Invite your friends to join Showroom Exchange. Ask them to mention you/your company when signing-up.

Incentives

  • Free Month for referring SR.
  • Discounted setup for the new SR.
  • A $100 GiftCard, of referring SR’s preference, Barney’s GiftCard, etc.