Tag Archives: Personify
// Do you ever wonder how a feature gets into Personify? Rob talks with George Breeden, Sr. Director of Product Marketing, about the research he does, the process we use, and what customers can do if they want a feature … more
// Earlier this week there was a question about trouble-shooting a search screen. One way to find the solution is by using the SQL trace tool. Rob walks through how the tool works and how to use it in Personify.
// Maureen Phillips-Houser, VP of Product Development joins Rob to highlight the new features in the Personify 7.4.1 release, including talking about CRM360.
// You might have noticed a discussion thread last week on the Community about umbrella products. Rob invites back Susannah Mechem to discuss what an umbrella product is, how to set them up, and how they display on the web.
// This episode stems from a discussion on the Connect community site about base versus actual amounts in Personify. Rob explains the how prices are calculated and where the related columns are located in Personify.
// Rob shows some easy things you can do to help meeting planners get the most out of Personify, including some of the things we do for TAUG.