Knowledge Base Articles By Tag

21 Articles with tag "Talisma"

How do I review the Undeliverable messages from a Talisma campaign?

Each time a message from a campaign fails to be delivered, Talisma marks the intended Target and ass...

  • Last Edited March 9, 2018

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 March 9, 2018

If I want to distribute a workspace to other Talisma users, what is the difference between 'Copy To' and 'Share'?

When in the Edit->Workspaces menu option in Talisma, you can view all of your workspaces (cur...

  • Last Edited March 9, 2018

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 March 9, 2018

How to I change how many Contacts I see at once in my Talisma Workspace list view?

This is a user-based setting that controls the volume of records that will show at any given time. ...

  • Last Edited March 9, 2018

How to find records without any values within a Talisma recordlist tab

Unlike most types of fields, running a filter with the criteria 'Is Null = Yes' does not reveal all...

  • Last Edited March 9, 2018

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 March 9, 2018

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 March 9, 2018

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 March 9, 2018

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 March 9, 2018

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