Agile CRM Knowledge Base

<!DOCTYPE html> <html lang="en"> <head> <style> .note-published { color: #bebebe; float: right; } .notes-list .note-body { margin-top: 8px; } .sectionfont{ font-size: 13px; color:#0072EF; } .categoriefont{ font-size: 14px; } .search-box .fa-search { position: absolute; margin-top: 16px; margin-left: 18px; font-size: 23px; } .search-box1{ background:url(https://s3.amazonaws.com/agilecrm/landing/landing-page/images/intro-bg.jpg) no-repeat center center; padding: 56px; background-size: cover; } </style> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Agile CRM Knowledge Base</title> <meta property="og:title" content="Agile CRM Knowledge Base " /> <meta property="og:description" content=" " /> <meta property="og:image" content="" />  <link href="https://s3.amazonaws.com/agilecrm/pagebuilder/live/build/css/skeleton.min.css" rel="stylesheet" />    <style> .agile-dynamic-text,.agile-dynamic-button,.agile-dynamic-image { visibility: hidden; } </style> <style></style> <script>var headjsURL = "https://our.agilecrm.com";</script> <title>Knowledgebase</title> </head> <body> <div id="page" class="page agile-landing-container"> <header class="item header margin-top-0 padding-bottom-0 header11" id="newheader1" data-selector=".bg.bg1, .bg.bg2, .header10, .header11, .search-box1" style=""> <nav role="navigation" class="navbar navbar-default navbar-embossed navbar-lg navbar-static-top" style="margin-bottom: 0px; background-color: rgb(255, 255, 255); color: rgb(52, 73, 94);" data-selector="nav"> <div class="containerheader"> <div class="navbar-header"> <button data-target="#navbar-collapse-02" data-toggle="collapse" class="navbar-toggle" type="button"> <span class="sr-only">Toggle navigation</span> </button> <a href="https://www.agilecrm.com" class="navbar-brand brand" data-selector="nav a" target="_blank" style="outline: none; cursor: inherit;"> Agile CRM</a> </div> <div id="navbar-collapse-02" class="collapse navbar-collapse"> <ul class="nav navbar-nav navbar-left"> <li class="propClone"><a href="https://www.agilecrm.com/demo/" data-selector="nav a" style="font-weight: 400; text-transform: none; outline: none; cursor: inherit;" target="_blank">Demo</a></li> <li class="propClone"><a href="https://www.agilecrm.com/product-updates" data-selector="nav a" style="font-weight: 400; text-transform: none; color: rgb(68, 68, 68); outline: none; cursor: inherit; outline-offset: -2px;" target="_blank">Product Updates</a></li> <li class="propClone"><a href="https://www.agilecrm.com/support" data-selector="nav a" style="color: rgb(68, 68, 68); font-weight: 400; text-transform: none; outline: none; cursor: inherit;" target="_blank">Contact Us</a></li> </ul> <ul class="nav navbar-nav navbar-right"> <li><a href="https://www.agilecrm.com/pricing" class="Navigation-button" target="_blank" data-selector="nav a" style="color: rgb(26, 188, 156); font-weight: 400; text-transform: none;">Pricing & Sign up</a></li> </ul> </div>  </div>  </nav> <div class="duplicate-nav" style="position:static; visibility:hidden; height:0px;"></div> </header> <style> .search-box { margin: 0 auto 35px; padding: 10px; text-align: center; background-size: cover; } .search-box .input-append { padding: 0 20px; } .search-box h1,.search-box h3 { padding: 43px 3px 30px; } .search-box .input-append { min-width: 800px; margin-top: 20px; } .margin-btm30 { margin-bottom: 30px; } .margin-btm15 { margin-bottom: 15px; } body,input,button,select,textarea { font-family: Arial, sans-serif; } .search-box input[name='hc_query'] { font-size: 20px; padding: 20px 48px; line-height: 1em; height: 58px; width: 60%; } @-moz-document url-prefix() { .search-box input[type="submit"]{ height: 64px !important; } } .search-box .fa-search { position: absolute; margin-top: 16px; margin-left: 18px; font-size: 23px; } .search-box1{ background:url(https://s3.amazonaws.com/agilecrm/landing/landing-page/images/intro-bg.jpg) no-repeat center center; padding: 56px; background-size: cover; } /* Name space styles for kb-lp */ /* start of hc home page kb-lp styles */ #lp-kb-container @media (max-width: 480px){ .categories-column{ width: 100% !important; text-align: center;} } #lp-kb-container .categoriefont{ font-size: 15px; font-weight: bold; } #lp-kb-container .text-uppercase { text-transform: uppercase; } #lp-kb-container m-b-none{display:none} #lp-kb-container .sectionfont{ font-size: 13px; color:#0072EF; } #lp-kb-container h1,h2,h3,h4,h5,h6,.h1,.h2,.h3,.h4,.h5,.h6{ font-family:inherit; font-weight:500; line-height:1.1; color:inherit } /* end of hc home page kb-lp styles */ /* start of hc section articles page/route kb-lp styles */ #lp-kb-container .word-break-all{ word-break:break-all; } #lp-kb-container .hr-section-template{ border-color: #DADDDE; margin-top: 10px; margin-bottom: 10px; } #lp-kb-container .div-article-title-list-section{ padding-top:10px; } #lp-kb-container .fa{ display:inline-block; font:normal normal normal 14px/1 FontAwesome; font-size:inherit; text-rendering:auto; -webkit-font-smoothing:antialiased; -moz-osx-font-smoothing:grayscale; } #lp-kb-container .fa-angle-right:before{ content:"\f105"; } #lp-kb-container .pull-left{ float:left!important } #lp-kb-container .div-article-title-list-section-i{ font-size:20px; margin-right:3px; margin-top:-3px; } #lp-kb-container .h5{ font-size:14px; } #lp-kb-container .article-template-title{ font-size: 15px; color: #0072EF; vertical-align: top; display:table-cell; } /* end of hc section articles page/route kb-lp styles */ /* start of hc article view page/route kb-lp styles */ #lp-kb-container .text-black{ color:#000; } #lp-kb-container .imgresponsive img{ display: block; max-width: 100%; height: auto; } /* end of hc article view page/route kb-lp styles */ /* start of hc categorie sections page/route kb-lp styles */ #lp-kb-container .br-section-name-gap{ display: block; content: ""; margin-top: 17px; } /* end of hc categorie sections page/route kb-lp styles */ /* start of hc search articles page/route kb-lp styles */ #lp-kb-container .a-search-title-link{ font-size: 16px; vertical-align: top; color: #0072EF; } #lp-kb-container .m-n{ margin:0!important; } #lp-kb-container .m-b-sm{ margin-bottom:10px; } /* end of hc search articles page/route kb-lp styles */ /* start of hc breadcrumb kb-lp styles */ #lp-kb-container * { font-family: "Source Sans Pro","Helvetica Neue",Helvetica,Arial,sans-serif; } #lp-kb-container .breadcrumb{ padding:8px 15px; margin-bottom:20px; list-style:none; font-weight: normal; background-color:#f5f5f5; border-radius:4px; } #lp-kb-container .bg-white { background: #fff; } #lp-kb-container .bg-white{ color:#58666e; background-color:#fff; } #lp-kb-container .breadcrumb>.active { color: #777; } #lp-kb-container .breadcrumb>li { display: inline-block; } #lp-kb-container .bg-white a { color: #363f44; } #lp-kb-container .breadcrumb>li+li:before { padding: 0 5px; color: #ccc; content: "/\00a0"; } #lp-kb-container .breadcrumb>li:after { content: ""; margin: auto; } #lp-kb-container #content-title h3 { margin-left: 13px; } /* end of hc breadcrumb kb-lp styles */ /* start of hc tree kb-lp styles */ #lp-kb-container .tree-categorie-font{ font-size: 16px; } #lp-kb-container .pointer { cursor: pointer !important; } #lp-kb-container .tree-collapse::before { content: "+"; font-size: 17px; } #lp-kb-container .tree-expand::before { content: "-"; font-size: 22px; } #lp-kb-container .section-highlight-tree{ font-weight: bold; font-size: 16px; } #lp-kb-container .tree-sections-div{ position: relative; left: 10px; } #lp-kb-container .hide-tree-element { display: none; } #lp-kb-container .show-tree-element { display: block; } #lp-kb-container .tree-border{ border-right-style: inset; z-index: 1; /*background: beige;*/ } #lp-kb-container .tree-section-font{ font-size: 14px; color: #58666e; } #lp-kb-container .tree-articles-div{ position: relative; left: 15px; } #lp-kb-container .tree-article-font{ font-size: 13px; } #lp-kb-container .tree-article-font:hover{ color: inherit; } /* end of hc tree kb-lp styles */ </style> <div class="search-box search-box1" data-selector=".bg.bg1, .bg.bg2, .header10, .header11, .search-box1" style=""> <div class="editContent" data-selector=".editContent" id="mce_0" style="position: relative;" spellcheck="false"> <h1 style="color: #fff;" data-mce-style="color: #fff;">Have a question?</h1> </div> <form id="article_search_form" name="article_search_form" method="get" onsubmit="Helpcenter_Util.searchArticles();return false;"> <i class="fa fa-search text-muted"></i> <input id="hc_query" name="hc_query" type="text" placeholder="Search" /> </form> </div> <div id="lp-kb-container" class="container"> <div id="breadcrumb"></div> <div id="content-title" class="m-n text-black m-b-sm"></div> <div id="helpcenter-container" class="helpcenter-container"></div> </div> <style> body { -webkit-font-smoothing: antialiased;color:#403e3e; } body,input,button,select,textarea {font-family: avenir-regular, Arial, sans-serif; } .footer-container { width: 1050px;margin: 0 auto; padding-right: 15px; padding-left: 15px;} .footer.dark a span { font-size: 26px; margin-right: 5px; color: #5e5e5e; } .footer.dark a:hover span { font-size: 26px; margin-right: 5px; color: #0aa1ec; } .social { text-align: right;} li a.Navigation-button { background-color: transparent!important; border: 1px solid #0aa1ec!important; border-radius: 4px!important; color: #0aa1ec !important; display: inline-block!important; font-size: 14px !important; padding: 6px 20px !important; cursor: pointer; outline: none; margin-top: 22px; font-size: 15px!important; font-weight: 400!important; } li a.Navigation-button:hover { border: 1px solid #0aa1ec!important; color: #0aa1ec !important; } .fa.pull-left {margin-right: .3em; margin-top: 0.4em; color:#777!important; } .navbar-default .navbar-brand:focus { color: #156fc2; background-color: transparent;} .bg-white a {color:#156fc2!important; font-size: 14px!important; font-weight: 400;} .bg-white a:hover {color:#403e3e!important; font-size: 14px!important; font-weight: 400;} .breadcrumb { padding: 60px 15px 0px 0px!important;} .col-md-12 { margin-left: 0px!important;} .col-md-8 { padding-left: 0px!important;} img { max-width: 100%; height: auto;} .navbar-default .navbar-brand { font-size: 21px;font-weight: 400!important; color: #0aa1ec;font-size: 21px;margin-right: 75px;} .navbar-default .navbar-brand:hover { color: #5e5e5e;} .navbar-default .navbar-nav>li>a:hover, .navbar-default .navbar-nav>li>a:focus {color: #0aa1ec!important;} .breadcrumb>li+li:before { padding: 0 5px; color: #ccc; content: "/\00a0"!important;} .breadcrumb>li:after { display:none;} .containerheader {width: 1050px; padding-right: 15px; padding-left: 15px; margin-right: auto; margin-left: auto; } .container { min-height: 400px; width: 1050px;} .bg-white { background: #fff;} .breadcrumb .active {color: #777; cursor: default;font-weight: normal;font-size: 14px!important;} .bg-white a { color: #363f44;font-size: 14px!important; font-weight: 400;} h4 { line-height: 28px; margin-top: 0px;margin-bottom: 0px; font-size: 16px!important; color: #156fc2;font-weight: 400; } .search-box { margin: 0 auto 0px; padding: 10px; text-align: center; background-size: cover; } h3 {font-weight: 400!important;text-transform: initial!important; } .h5 { margin-top: 0px;margin-bottom: 0px; font-size: 16px!important; color: #156fc2!important;font-weight: 400;} .categoriefont {font-size: 18px!important;font-weight: 400!important;} .footer.dark { background:#fff; } .search-box .input-append { padding: 0 20px; } .search-box h1,.search-box h3 { padding: 20px 3px 10px 3px;line-height: 12px; } .search-box h1 { font-size: 24px;line-height: 24px; color:#403e3e; } .search-box .input-append { min-width: 800px; margin-top: 20px; } .margin-btm30 { margin-bottom: 30px; } .margin-btm15 { margin-bottom: 15px; } .search-box input[name='hc_query'] { font-size: 20px; padding: 20px 48px; line-height: 1em; height: 58px; width: 40%; border-radius: 3px; border: 1px solid #ccc; } .search-box input:focus { border-color: #80dcff; } @-moz-document url-prefix() { .search-box input[type="submit"]{ height: 64px !important; } } .search-box .fa-search { position: absolute; margin-top: 16px; margin-left: 18px; font-size: 23px; } .search-box1{ background:url(https://s3.amazonaws.com/agilecrm/landing/landing-page/images/intro-bg.jpg) no-repeat center center; padding: 0px 56px 0px 56px; background-size: cover; } .hrclas { width:62%; margin-top: 60px;} .sectionfont { font-size: 13px; color: #156fc2;} .sectionfont:hover { font-size: 13px; color: #5e5e5e;} @media (min-width: 768px) { #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child { width: 100%; margin-bottom:0px; margin-top:20px; border-top:0px solid #eee;border-bottom:1px solid #eee; padding-bottom:40px; } #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child h3 { font-weight: 700!important; font-size: 20px!important;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(1) { float:left; width: 25%;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(3) { float:left; width: 25%;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(2) { float:left; width: 25%;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(4) { float:left; width: 25%;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(1) h4 { font-weight: 700;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(2) h4 { font-weight: 700;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(3) h4 { font-weight: 700;} #helpcenter-categories-model-list > div:nth-child(1) > .col-sm-4:first-child > div:nth-of-type(4) h4 { font-weight: 700;} } @media (max-width: 767px) { .containerheader { width: 100%; text-align: center;} .footer-container { width: 100%; text-align: center; } .container { width: 100%; text-align: center;} .social { text-align: center; } .search-box input[name='hc_query'] {width: 95%;} } </style> <div class="search-box search-box1" data-selector=".bg.bg1, .bg.bg2, .header10, .header11, .search-box1" style="background-image: none; background-color: rgb(255, 255, 255);"> <div class="editContent medium-editor-element" data-selector=".editContent" style="color: rgb(52, 73, 94); font-size: 24px; background-color: rgba(0, 0, 0, 0); font-family: "avenir-regular Arial", sans-serif; position: relative;" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="1" medium-editor-index="378a5d0c-fb07-d5d2-7024-348d7a05fe93" data-placeholder="Type your text" data-medium-focused="true" id="mce_0"> <h1 style="font-weight: normal;" data-mce-style="font-weight: normal;">How can we help you today?</h1> </div> <form id="article_search_form" name="article_search_form" method="get" onsubmit="Helpcenter_Util.searchArticles();return false;"> <i class="fa fa-search text-muted"></i> <input id="hc_query" name="hc_query" type="text" placeholder="Search" /> </form> </div> <div class="container"> <div id="breadcrumb"></div> <div id="helpcenter-container" class="helpcenter-container"></div> </div> <div class="footerWrapper" id="footer3" style="margin-top:0px; padding-left: 15px; padding-right: 15px;"> <div class="item footer dark" data-selector=".bg.bg1,.item" style="padding-top: 30px; padding-bottom: 30px; outline: none; cursor: inherit;"> <hr /> <div class="footer-container"> <div class="row"> <div class="col-md-6 "> <p class="text-view " style="color:#79828d">© 2017 agilecrm.com </p> </div> <div class="col-md-6 text-center social"> <a href="https://www.facebook.com/CRM.Agile" target="_blank" data-selector=".social a" style="outline: none; cursor: inherit;"><span class="fa fa-facebook-square" data-selector="span.fa" style="font-size: 26px; outline: none; cursor: inherit;"></span></a> <a href="https://twitter.com/agilecrm" target="_blank" data-selector=".social a" style="outline: none; cursor: inherit;"><span class="fa fa-twitter-square" data-selector="span.fa" style="font-size: 26px; outline: none; cursor: inherit;"></span></a> <a href="http://www.linkedin.com/company/agile-crm" target="_blank" data-selector=".social a" style="outline: none; 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'https://' : 'http://'); var glcspt = document.createElement('script'); glcspt.type = 'text/javascript'; glcspt.async = true; glcspt.src = glcpath + 'livechat-new.js'; var s = document.getElementsByTagName('script')[0];s.parentNode.insertBefore(glcspt, s);</script> <script src="https://our.agilecrm.com/stats/min/agile-min.js"></script> <script>_agile.set_account('riapll89r65sijs2vrig1ds1f3', 'our'); _agile.track_page_view();_agile_execute_web_rules();</script>  <script src='//cdnjs.cloudflare.com/ajax/libs/headjs/1.0.3/head.min.js'></script> <script> try{console.time("startbackbone");}catch(e){} var USER_IP_ADDRESS = '8.222.208.146' var S3_STATIC_IMAGE_PATH = '//doxhze3l6s7v9.cloudfront.net/app/static/'; //var LIB_PATH = "//-dpm72z3r2fvl4.cloudfront.net/js/"; //var LIB_PATH = "//cdnapp.agilecrm.com/"; var LIB_PATH = '//doxhze3l6s7v9.cloudfront.net/app/static/flatfull/'; var FLAT_FULL_PATH = '/flatfull/'; // Target to cloudfront URL var LIB_PATH_FLATFULL = '//doxhze3l6s7v9.cloudfront.net/app/69-8//flatfull/' var CLOUDFRONT_PATH = '//doxhze3l6s7v9.cloudfront.net/app/69-8/'; var FLAT_FULL_UI = "flatfull/"; var _AGILE_VERSION = "69-8.442555119620220238"; var HANDLEBARS_PRECOMPILATION = false || true; var CSS_PATH = '//doxhze3l6s7v9.cloudfront.net/app/static/flatfull/'; // var CSS_PATH = "//dpm72z3r2fvl4.cloudfront.net/"; var IS_CONSOLE_ENABLED = false; var LOCAL_SERVER = false; var IS_FLUID = false var HANDLEBARS_LIB = LOCAL_SERVER ? "/lib/handlebars-v1.3.0.js" : "//cdnjs.cloudflare.com/ajax/libs/handlebars.js/1.3.0/handlebars.min.js"; var _AGILE_FILE_HASH; function _agile_get_file_hash(filename) { if( !filename || filename == '' ) return _AGILE_VERSION; if( _AGILE_FILE_HASH && _AGILE_FILE_HASH[filename] ) return _AGILE_FILE_HASH[filename]; return _AGILE_VERSION; } function downloadKBTemplate(url, callback){ var dataType = 'html', template_url = CLOUDFRONT_PATH; // If Precompiled is enabled, we change the directory to precompiled. If // pre-compiled flat is set true then template path is sent accordingly if (HANDLEBARS_PRECOMPILATION) { url = "tpl/min/precompiled/locales/" + _LANGUAGE + "/" + url; } else url = "/tpl/min/locales/" + _LANGUAGE + "/" + url; // If JS if (url.endsWith("js") && HANDLEBARS_PRECOMPILATION) { dataType = 'script'; template_url = template_url.replace("flatfull/", ""); url = template_url + url; } // Extract the filename from the url var fname = url.split("/"); fname = fname.length > 0 ? fname[fname.length - 1] : fname; url += "?_=" + _agile_get_file_hash(fname); // If callback is sent to this method then template is fetched synchronously var is_async = false; if (callback && typeof (callback) === "function") is_async = true; console.log(url + " " + dataType + " " + is_async); var is_cached = !LOCAL_SERVER; jQuery.ajax({ url : url, dataType : dataType, cache:is_cached, success : function(result) { // If HTMl, add to body if (dataType == 'html') $('body').append((result)); if (is_async) callback(result); }, async : is_async }); return ""; } head.load( "https://ajax.googleapis.com/ajax/libs/jquery/1.10.2/jquery.min.js", LIB_PATH + 'final-lib/min/lib-all-new-1.js?_=' + _agile_get_file_hash('lib-all-new-1.js'), "https://cdnjs.cloudflare.com/ajax/libs/handlebars.js/1.3.0/handlebars.min.js", LIB_PATH + 'final-lib/min/backbone-min.js', LIB_PATH + 'final-lib/min/lib-all-new-2.js?_=' + _agile_get_file_hash('lib-all-new-2.js')+'_', function(){ }); /* */ if(HANDLEBARS_PRECOMPILATION) head.js(CLOUDFRONT_PATH + "tpl/min/precompiled/" + FLAT_FULL_PATH + "helpcenter-tpl.js" + "?_=" + _AGILE_VERSION); var en; // Fetch/Create contact from our domain var Agile_Contact = {}; var _LANGUAGE = "en"; var kbpagelpid; // head.ready('library', function() { head.ready(function() { if(!HANDLEBARS_PRECOMPILATION){ head.js(HANDLEBARS_LIB, FLAT_FULL_PATH + "jscore/handlebars/download-template.js" + "?_=" + _AGILE_VERSION, function() { downloadKBTemplate("helpcenter-tpl.js"); }); } $("#breadcrumb, #helpcenter-tree, #helpcenter-container").on("click", "a", function(e){ var route = $(this).attr("href"); if($(this).hasClass("article-content-link") && ((route.indexOf("search-article/")>4 || route.indexOf("search-article/")<0) && (route.indexOf("article/")>4 || route.indexOf("article/")<0) && (route.indexOf("section/")>4 || route.indexOf("section/")<0) && (route.indexOf("category/")>4 || route.indexOf("category/")<0))){ console.log("article content link"); if($(this).attr("target") == "_blank"){ window.open(route); }else{ window.location = route; } }else{ if(route.indexOf("articlefeedback")<0){ e.preventDefault(); Backbone.history.navigate(route, {trigger: true}); } } }); // Remove the loadinng $('body').css('background-image', 'none'); $(".navbar-toggle").click(function(e){e.preventDefault(); $($(this).attr("data-target")).toggle(700)}); //added to handle the menu icon //$('#content').html('ready'); $("img.init-loading", $('#content')).attr("src", "//doxhze3l6s7v9.cloudfront.net/app/69-8//img/ajax-loader-cursor.gif"); head.js({"core" : CLOUDFRONT_PATH + '/jscore/min/' + FLAT_FULL_PATH +'helpcenter-all-min.js' + "?_=" + _AGILE_VERSION}); // head.js({"stats" : '//doxhze3l6s7v9.cloudfront.net/app/69-8/stats/min/agile-min.js' + "?_=" + _AGILE_VERSION}); head.ready(["core"], function(){ try{ $('[data-toggle="tooltip"]').tooltip(); //Code to display alerts of widgets. showNotyPopUp('null', 'null' , "bottomRight"); }catch(e){} //Resting the variables. try{ var sig = CURRENT_USER_PREFS.signature; sig = sig.replace(/</g, "<").replace(/>/g, ">"); CURRENT_USER_PREFS.signature = sig; }catch(e){} }); }); function load_globalize() { Globalize.load(Globalize_Main_Data); en = Globalize("en"); } </script> </body> </html>

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