Customizing Your Táve Account

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23 articles in this collection
Written by Nicole and Dave

Customizing Your Branding to Match Your Business 🎨

How to customize what your clients see when you send them something from Táve.
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Written by Nicole
Updated over a week ago

Lead Tracking with Lead Status

How to track your leads using custom lead statuses
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Written by Nicole
Updated over a week ago

Creating New Custom Reports

Save your filtered list to the sidebar menu.
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Written by Nicole
Updated over a week ago

Creating Powerful Templates with Tokens

Understanding Tokens and how they help you create powerful templates for your business.
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Written by Dave
Updated over a week ago

Job Types

Setup of your Táve account job types
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Written by Nicole
Updated over a week ago

Job Roles

Setting up your available job roles for the contacts on your leads and jobs
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Written by Nicole
Updated over a week ago

Event Types

Setting up your available event types to appear on your Táve job schedules and calendar
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Written by Nicole
Updated over a week ago

Handling a Team of Employees in Táve

How to best track job assignments by team member and customize user preferences.
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Written by Nicole
Updated over a week ago

Using Táve Contact Forms with SmugMug Sites

SmugMug doesn't support iFrames, so you'll do a direct link
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Written by Nicole
Updated over a week ago

Email Setup

Setting up and using email in Táve
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Written by Nicole
Updated over a week ago

Setting Up a Custom Domain

Brand all your client facing pages with a subdomain on your website
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Written by Nicole
Updated over a week ago

Setting Up and Using an Email Signature

Creating and Using an Email Signature in Email Templates
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Written by Nicole
Updated over a week ago

Email Templates

How to build and use email templates to send emails from Táve
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Written by Nicole
Updated over a week ago

Google Email Integration

Integrating with a Google email account for sending and receiving emails in Táve
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Written by Nicole
Updated over a week ago

Using Gravity Forms

Use Gravity Forms on Wordpress to get new leads into Táve
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Written by Nicole
Updated over a week ago

Using Contact Form 7

Use CF7 on Wordpress to get new leads into Táve
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Written by Nicole
Updated over a week ago

Email Deliverability and the Táve Mail Log

Tracking your client's email activity
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Written by Nicole
Updated over a week ago