Knowledge Base Articles By Tag

17 Articles with tag "Operations"

How do I create or modify my signature/s within Talisma?

When sending messages within Talisma, it is possible to configure your signature block to be includ...

  • Last Edited November 13, 2017

How do I link (or remove a link between) a Contact and an Account (Company) in Talisma?

Talisma is configured to allow Contacts to be linked with Accounts (Companies). This allows a user ...

  • Last Edited November 13, 2017

How can I make creating/editing Talisma Print Templates so they are easier to work with?

When creating Talisma Print Templates, you are given a MS Word document to format and insert proper...

  • Last Edited November 13, 2017

How do I copy saved filters from one of my Talisma workspaces to another?

All filters within your Talisma workspaces can be copied to any other workspace. Instructions for ...

  • Last Edited November 13, 2017

How can I schedule a mailing list to run at a specific date and time in Talisma?

Mailing lists are filters that can be used to populate campaigns. Mailing lists can be scheduled...

  • Last Edited November 13, 2017

How do I create a Notable Alumni record in Talisma?

Notable Alumni should be created from an existing Talisma Contact. If you are unable to find the re...

  • Last Edited November 13, 2017

How do I modify multiple Talisma records at once?

You can set properties on multiple records to the same value using the 'Set Properties' option. Thi...

  • Last Edited November 13, 2017

How can a see when a Talisma property was changed, by whom, and what the previous value was?

Talisma has an auditing log for each contact where property changes are recorded. The log automatic...

  • Last Edited November 13, 2017

How do I change which Contact is linked with an Interaction in Talisma?

In some cases, you may need to change the associated or linked Contact when working with an Interact...

  • Last Edited November 13, 2017

How do I change the columns and order of columns in my Talisma workspace view?

Throughout Talisma, it is possible to change the column data that appears in list views of data. Th...

  • Last Edited November 13, 2017

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