Fusionmint Help Center

Overview and Glossary 6

• Product Overview
• Organization
• Workspace
• Application
• Domain

View all 6

On Boarding 1

• Automated Setup

Custom Setup 6

• Step 1: Creating Organization and Workspace
• Step 2: Setting up Workspace Applications
• Step 3: Adding fields to Applications
• Step 4: Inviting team members to Workspace
• Step 5: Securing Access to Workspace

View all 6

Account Setup 4

• Date Time Setup
• Email Notification Setup
• Account & Password Setup
• External Account

FAQ 0

Organization Administration 4

• Adding Members
• Creating Organization Level Roles
• Managing Organization Administrators
• Plan and Billing

Workspace Administration 6

• Creating Workspace Level Roles
• Creating Domains and Adding Members
• Controlling Access of Domain Members
• Accessing and Adding Applications from Workspaces
• Private and Shared Workspace

View all 6

Application Administration 14

• Creating and Installing Applications to Workspaces
• Creating Application from Excel Import
• File
• Application Configuration
• App Fields Description

View all 14

Restricted Domain 5

• Creating Restricted Domains
• Manual Sharing
• Rule Based Sharing
• Validation
• Domain Hierarchy

Calculation 4

• How to use Calculation Field
• Programming Language and Supported Version
• Help and Support for Calculations
• Access control of Calculation field

Google - G Suite 6

• Drive - Getting Started
• Drive - Sharing folders and controlling access
• Drive - Accessing the shared folders
• Drive - Excel Import from Google Drive
• Forms - Response Import

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Dropbox 4

• Dropbox - Getting Started
• Dropbox - Sharing folders and controlling access
• Dropbox - Accessing the shared folders
• Dropbox - Excel Import From Dropbox

Podio 4

• Getting Started
• Installing and Setting Up Podio Connector
• Connection Modes
• Real Time Integration Use Cases

Campaign Monitor 3

• Getting Started
• Installing and Setting Up Campaign Monitor Connector
• Synchronizing Fusionmint Application With Campaign Monitor Lists

Task Management 11

• Dashboard
• Task Field Overview
• Task Access
• Creating a Task
• Creating a Sub-Task

View all 11

Calendar 4

• Creating an Event
• Editing Events
• Viewing Events and Tasks
• Email Notification

About Workflows 6

• Workflow Trigger Types
• Workflow Modes
• Supported Filter conditions for Fields
• Date Field Filter Conditions Description
• Custom Workflows

View all 6

Email 5

• Email Automation - Setup
• Email Campaign - Setup
• Email Campaign - Analytics
• Custom SMTP Server
• Email Sending options

Use Cases for custom workflows 10

• Printing PDF and sending by email as attachment
• Saving PDF to Google Drive or Dropbox
• Exporting app items as excel
• Adding comment to the app items
• Adding Task to the app items

View all 10

Calculation 1

• Calculation Use Case

Sales and Marketing CRM 7

• Overview
• Setup and Administration
• Process Overview
• Email Automation
• Email Campaign

View all 7

Project Management 0

DRAFT - Sales Marketing CRM 0

DRAFT - Project Management 0