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Goals Create and use matched entity Create and use form to initiate process Be able to Test items Be able to sort through history Certification and walkthroughModule pre-work: Check to see that the Data Sets for Email-Name and Email-Team are in the Enterprise Components section, or manually cr...
GoalsTo plan out an onboarding and training plan for new users to Tonkean. To have an environment ready to deploy to each customer to “fill in” but also get certified.Tonkey Level 1 Create and Deploy Modules Add a Data and Communication Components Create a basic flow Assign themselves on Live...
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If you use Okta and want to enable your users to only login to the Tonkean platform via Okta SSO, please follow these instructions. Note, you will need to be an admin within Okta and in Tonkean to enable this feature. Contents Supported Features Requirements Configuration Steps Notes Supporte...
We’re always working hard to make the Tonkean platform more powerful and easier to use. Here are a few of the big improvements we made this month.Form Builder Has A New Look Connect Multiple Communication Tools Bring Continuous Forms to Slack Live Report - Toggling Between Environments Dropdown Fiel...
Struggling to get sales reps updating their opportunities in SFDC? Or as a Sales Manager are you tired of consistently having to reach out to your team to ensure everything in Salesforce is accurate? See how Tonkean can make opportunity monitoring simple and pain-free for all parties involved.
Is the process for getting legal documents like NDAs, SOWs, and other contracts holding up sales cycles? Does the sales team lack visibility and the legal team lack context to properly execute these important documents? See how Tonkean can accelerate and improve alignment on contract processes to in...
How many different calendars do you have at your company? How many just for your marketing team? The answer is probably quite a few. Managing all of them, or more specifically, asking your colleagues to toggle between all of them is NOT ideal. Let’s just have Tonkean sync them all together so your c...
Physical mail is still a thing. An important thing for many companies and what happens when you receive 2000 pieces of it a day and it’s time sensitive? Well, Tonkean can do a lot of the heavy lifting by reading through the digitized documents, extract data, create folders, and route items to the ri...
Hi,I am a student, now studying an introductory course in information systems. I have a task and I have chosen to be my task for your company and want to ask some questions.1.What are the roles and objectives of the information system developed by your company?2.Who are the users of the developed in...
I'm a Maker of a Tonkean module that requires having sensitive data such as SSN be part of the input source and is utilized all throughout. This leaves me vulnerable as other users would be able to view data that they shouldn’t otherwise have access to. I'm looking for best practices on how I can se...
What’s new in June? We’re always working hard to make the Tonkean platform more powerful and easier to use. Here are a few of the big improvements we made this month. History UI Redesign Encrypted Fields Continuous Forms Conditions Redesign Import Form Answers Features: Redesign History...
I use a few different pieces of software for writing and marketing that I’d like to get synced up with Tonkean so my writers can have all the right information at the right time without them bugging me. Is there a place where we can submit requests for new integrations?
Depending on how many bots you have in your project, you might see the Bot Workers page as being messy and disorganized. I’m looking to get some thoughts from people to determine which way we should design the organization of bots. Please take the poll below! Are there any other options we are missi...
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