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General Guidelines

Category: Emails

RTB Toolbox's email solution is very basic and is not as robust as Microsoft Outlook or Gmail's platforms for managing emails. However, if your plan includes emails, and you need to use this platform ...

Group Emails

Category: Emails

Group email folders are shared across designated Teams. Admins can create group email folders and specify which teams have access to a particular folder. If an email is moved from a group folder to a ...

Create a Customer Portal

Category: Customer Portal

Navigate to The Portal section of the Administration screenClick on "Portals". Click on "+ Create Portal" Go through the settings and User Interface (you can always go back and make changes later) and...

Mass Emails

Category: Emails

Mass Emails must be enabled by your Admin. You need to have at least one Target List with target records and an Email Template in your system. Create a new Campaign with the type Email or Newsletter....

Working with Emails

Category: Emails

Emails are fetched by cron (in the background) every few minutes (period can specified by Administrator). You can see all your emails at Emails tab. There are standard folders Inbox, Sent, Draft email...

Email Templates

Category: Emails

Email templates are available at Emails > dropdown in top-right corner > Email Templates. They can be used both for mass email sending and for regular emails. One-off checkbox means that email t...

Inactive Users

Category: Permissions

Our best practice advice is to NEVER Delete or Remove a USER. We recommend that you make them "Inactive". You will not be charged for any inactive users. To make this change. Log in and navigate to th...

PORTAL USER Permissions

Category: Permissions

Portal Users¶ Administrators can create portal users. Administration > Portal Users. Click Create Portal User button. Select Contact the Portal User will be linked with or Proceed w/o Contact Fill...

USER Permissions

Category: Permissions

User permissions are managed by "Roles Management" in the Administration section of your app. Overview¶ In order to restrict access for some users, you need to use Roles. An administrator can manage r...

Timeout Error

Category: Troubleshooting

If you attempt to make a change of the page won't load, you may see a "Timeout" flag on the top of your screen. These generally occur when there is a problem with the custom formulas stored in your co...

Portal User Management

Category: Customer Portal

Once you have created a Portal, and you have Accounts with Contacts included, you can create a portal user. If you do not have any contacts in your system, you can proceed, however the user will have ...

Understanding the Administration Panel

Category: Administration

Each section of the Administration is separated into blocks: System - This area is designated to handle your system's main functions, basic look and setup. You can determine what authentication metho...