FAQ & Tips

What is Stream?
The Stream tab is a communication tool that organizes Target and Integration-related emails, and attachments, using a unique email address.  Users can add c...
Mon, Jan 23, 2023 at 3:46 PM
[FAQ] How Do Dates Work in Devensoft M&A
One of the key features of Devensoft M&A is the ability to create schedules, assign work, and track progress of each integration.  There are three types...
Mon, Jan 23, 2023 at 3:47 PM
How To Clear the Trash Bin
Select the Admin menu. Select "Clear Trash Bin". Select the item(s) you would like to remove and select Purge. Note: If you select all ...
Mon, Jan 23, 2023 at 4:18 PM
How To Add Countries
Navigate to Admin menu. Select Dictionaries-->Countries. Select the +Create button. In the Country Detail pop up window, include the Na...
Mon, Jan 23, 2023 at 4:19 PM
[FAQ] Are tags pre-populated?
Tags are not pre-populated as the user can type in their own tags. 
Mon, Jan 23, 2023 at 3:55 PM
[FAQ] What is the Best Way to Set the Dates in the Activity Map?
The best way to set dates in the Activity Map is to use the export button within the Target or ProgramExcel spreadsheet downloads, allowing the user to view...
Mon, Jan 23, 2023 at 3:50 PM
[FAQ] How the Timeframe column works
Timeframe is the difference between the Integration Start Date and Forecast End Date.  Below are the Timeframe requirements : Define Day 1 date as the...
Mon, Jan 23, 2023 at 3:48 PM
[FAQ] What is the System User?
When working in the platform there is the name "System User" displayed in views and reports.   What does this mean? System User is the appli...
Mon, Jan 23, 2023 at 8:10 AM
Configuring Your Email Application to Use the 'Email Team' Function
Windows From the Start menu, search Default Apps. Click on the mail icon and choose the preferred e-mail application. macOS  When using t...
Mon, Jan 23, 2023 at 9:30 PM
What are Business Units used for?
Within the User Detail page, the Business Unit field is associated with the Target or Program Access Level – Business Unit.  This type of access allows the ...
Wed, Aug 25, 2021 at 12:53 PM