This feature allows the User to select multiple assets across different tabs of asset search page and send them together in single email. Note: A User cannot select Email templates, Questionnaire (Input) templates and Database / Opportunity based ...
If you have print vendor integration, setup a print campaign within a playbook! This will allow you to share playbooks to users that give them the option to order a print asset from a vendor on-demand. You must have a print vendor configured with ...
Creating a Print Template Navigate to the Setup tab. In the 'Asset Management' section, select 'Templates' . Go to the 'Print' tab. Click Create. Personalization Select the required personalization option from the dropdown (e.g., No). Click Go. ...
Login to Salesforce then click on your application launcher. Choose MM Assets (we recommend adding this to your default navigation). Click "Customize" on an asset template similar to the asset you would like to create. Name your asset then click ...
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Asset Configuration will set up the search features in Assets > View Assets page. How ...