Communications Module How Tos (Essentials Suite)
Communications Module How Tos
How To: Apply a Notification Template to Existing Accounts How To: Attach a Documents Module Fil...
Apply a Notification Template to Existing Accounts
To apply notification templates to existing accounts, go to the Account Settings Tab on the Setti...
Attach a Documents Module File to a System Message
To attach a documents module file to a system message, open the Send Communications Page in the C...
Attach a File to a System Message
To attach a file to a system message in KAStrack, open the Send Communications Page in the Commun...
Copy a QR Code
To copy an individual QR Code, open the QR Code Page of the Communications Module from the Main M...
Copy a QR Code's Destination URL Link
To copy the Destination URL Link associated with a specific QR Code, open the QR Code Page in the...
Create a Custom QR Code
To create a custom QR Code, open the QR Code Page in the Communications Module from the Main Menu...
Create a New Module Level (Communications Module)
To create a new module level, go to the Module Levels Tab on the Settings Page of the Communicati...
Create a New Communications Templates
To create a new communication template, go to the Communication Templates Tab on the Settings Pag...
Create a New Notification Template
Note: A default new user Notification Template already exists in the system. This template can be...
Delete a QR Code
To delete a QR Code, open the QR Page in the Communications Module from the Main Menu. Click the...
Download an Individual QR Code
To download an individual QR Code, open the QR Code Page of the Communications Module from the Ma...
Download Multiple QR Codes at Once
To download multiple QR Codes at once, open the QR Page in the Communications Module from the Mai...
Download QR Code Hits Data in a CSV File
To download the number of hits associated with a QR Code in a CSV file, open the QR Page in the C...
Edit a QR Code
To edit a custom QR Code, open the QR Code Page in the Communications Module from the Main Menu. ...
Edit Email Report / Alert Notification Settings for Existing Accounts
To edit email report / alert settings for existing accounts, go to the Account Settings Tab on th...
Edit New User Notification Templates
To edit new user notification templates, go to the Notification Templates Tab on the Settings Pag...
Reset the Hit Count on a QR Code
To reset the hit count for a specific QR Code, open the QR Code page of the Communications Module...
Send an Email in KAStrack
To send a system email in KAStrack, open the Send Communications Page in the Communications Modul...
Set Up Additional Account Fields for Email Settings
To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the C...
Use a Communications Template when Sending A System Message
To use a communications template, the template must first be created. How To: Create New Communi...
View a Custom QR Code
To view a specific, custom QR Code, open the QR Code Page of the Communications Module from the M...