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Power Dialer sorting rules of phone calls
On April 8, 2019 in TelephoneIntegration (TI), TI 365 by Codospan Bianca Codospan Bianca
This blog article outlines how the PowerDialer sorts phone calls.
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1764 Views
Tagged With: , PowerDialer, sorting rules, TI, Client, TelephoneIntegration
How to repair DocumentsCorePack Client using the DCP Diagnostics Tool
On March 18, 2019 in *General* by Steindacher Sigrid Steindacher Sigrid
This article outlines how to repair the DocumentsCorePack Client using the Diagnostics Tool
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2637 Views
Tagged With: , client, dcp, diagnostic, DocumentsCorePack, repair
Resolving problems with the template lookup option for Insert Document
On December 6, 2018 in DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to proceed if you face problems with the template lookup from the Insert Static Document functionality.
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2342 Views
Tagged With: Client, DCP, template, version, 401, DocumentsCorePack, static document
TelephoneIntegration Client supports Unified Interface module view
On November 6, 2018 in *Features / News*, *General*, TelephoneIntegration (TI), TI 365 by Codospan Bianca Codospan Bianca
This blog article outlines how to activate the Unified Interface module view via TelephoneIntegration Client.
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3329 Views
Tagged With: Client, TI, Unified Interface module, TelephoneIntegration
Trigger Subworkflow from AutoMergeWorkingItem workflow
On December 14, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to trigger subworkflows from AutoMergeWorkingItem workflow.
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2832 Views
Tagged With: Client, DCP, workflow, DocumentsCorePack
How to insert static images for e-Mail templates as a link
On September 12, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to properly insert images as links into your template if you want to use them for sending emails.
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4323 Views
Tagged With: Client, DCP, image, link, templates, Word, 365, DocumentsCorePack
How to sort data in DocumentsCorePack with the Relationship Designer
On September 8, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP), DocumentsCorePack 2015/2016 by Codospan Bianca Codospan Bianca
This blog article outlines how to sort data in DocumentsCorePack templates. The DCP Relationship Designer gives you the possibility to define an individual sorting.
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4696 Views
Tagged With: , 365, DocumentsCorePack, RelationshipDesigner, templates, Client, DCP, sorting
Note title and description (Dynamics 365)
On September 8, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template.
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2729 Views
Tagged With: 2016, 365, DCP, note, Client, DocumentsCorePack, template
How to group tables in DocumentsCorePack .docx templates
On September 5, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to group tables in DocumentsCorePack (.docx) templates. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and thus, a separation for specific fields.
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10410 Views
Tagged With: 2015, client, configuration, DCP, templates, 2016, 365, DocumentsCorePack, DocX, grouping
Advanced Settings "CreateActivitiesFor" in MS Dynamics 365
On July 18, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to work with the Advanced Settings - CreateActivitiesFor of DocumentsCorePack in MS Dynamics 365. It covers the configuration, an example and the technical details of this feature.
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3256 Views
Tagged With: , 2015, 2016, 365, Client, configuration, DCP, template, Word, DocumentsCorePack, SharePoint
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