Brittany Scott

Virtus Flow has the ability to run workflows from inside a custom table. You can run them from a process start button at the end of the row. The process triggered by the button will automatically i...

The first step is to customize Virtus Flow tables to familiarize yourself with the platform's structure. Everything that you need to know about Virtus Flow user customization is here. These section...

In the toogle (>) type columns of a tables, you can select a table to be linked from an existing one. In order to insert a toogle in a table, a Select field (the one with the > in the picture below...

Within the ACL window, users have the option of using several access types within the same rule.  To avoid conflict between different rules, we now have the ability to create rules with subsequent ...

We recently added a new functionality that allows for importing new customized tables and updating existing ones by defining the key attribute: This new functionality allows data to be imported in...

One feature of Virtus Flow that is incredibly useful is the ability to run workflows from inside a custom table. This feature allows the insertion of a process trigger button for each row within th...

Date Calculations Sometimes you will need to calculate a date from a specific start date inside a workflow, how would you do this?   To calculate a date from a Start date, please use the =§DATE_ADD...

3.718.0 Fixed bug on bulk import of activities 3.714.0 Fixed bug related to export on deleted custom fields Fixed bug related to dragging 3.612.0 Fixed graphical bug in search filter by state ...

3.811.0 Added the ability to filter custom table columns Improved graphics for custom tables Implementation of free search on custom tables Added functionality that allows importing new customized...

To add a list of contacts at once you can use the Export/Import buttons in the top right of your "Contacts" screen.  Before you can import your list of contacts, you must first Export the standard...