Windows Printer Driver Tip – Saving Settings

Universal driver settings When using the Universal driver provided by PMC Client, you can change the default settings of how the documents will be sent to the printer. IN WINDOWS: Go to Printers & scanners. Click the printer (print queues) created by the PMC...
Deleting & Archiving Contacts

Deleting & Archiving Contacts

There may be contacts in your Smart CRM that are not useful anymore or possibly don’t have valid information. It is in your best interest to manage your contacts and to do this you may need to delete, or archive, them. You have the ability to delete contacts so...
Creating Mailing Labels

Creating Mailing Labels

Yes! It can be easily done in KvCORE. Just filter to the contacts you’re looking for, and then export to a PDF which can then be printed on label sticker sheets. KvCORE’s mailing labels are sized for Avery 5160 labels. If you need labels in a different size, export...
Sharing & Transferring Contacts

Sharing & Transferring Contacts

Whether you are an Admin, Agent, or Lender user there will be situations that require sharing or transferring contacts from your Smart CRM so that a different user has access to that contact’s record. Admins may need to reassign Company-owned leads from themselves to...