Recent Articles
How Do I Add/Edit Organization Custom Fields for Super Admins?
Introduction and Overview The platform now allows Super Admin users to create and manage Organization Custom Fields. This enhancement enables organizations to configure additional fields specific to their business requirements and apply them at the ...
Announcement: Upcoming changes to the account pages in Mindmatrix Bridge
Below are some basic screenshots, comparing the accounts page in v4 vs v5. Account Grid page V4 : Currently, users do not have the option to perform quick actions on select account records. Account grid page V5 : In version 5, you can now select an ...
Twilio Call Integration in Playbooks
This guide covers the complete implementation process, from initial setup and configuration through call script event management, voice call operations, and the technical architecture that supports the integration. Understanding these components ...
How to Delete Accounts from Account Lists?
How to Delete Accounts from Account Lists? The Mindmatrix Bridge platform provides the ability to delete accounts directly from the Account List Preview page. Administrators can delete individual accounts, bulk delete multiple accounts, and ...
What is hypercare and what can I expect?
After you first launch with Mindmatrix, if you have any customization a hypercare period is applied to your partner portal for the first 14 days, depending upon the complexity of your setup. Here is what that hypercare period includes: Additional ...
Popular Articles
Why are spam filters automatically opening and clicking through links in my emails?
Why do I have unusually high open rates and click-through rates in my email campaigns? Sometimes, recipient spam filters may click-through links in emails to verify that they are safe for the receiver of the email to click on. This is good because ...
How do I create or edit an Email Template?
Read more about sending one-off email blasts here: How to send a one-off email to contacts? Learn how to add an email template to a drip campaign here: How to Create an Email Drip Campaign Template 1. To create an email template, click on Setup, then ...
How do I import Contacts?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 08 September 2015 08:26 AM Before you begin, please ...
How do I add a user to the system?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 21 July 2015 06:43 AM When you add a user to the ...
How do I create a single contact?
Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form. 1. Navigate to the contacts page by selecting My Database > Contacts Note: On the Bridge ...