Popular Articles
What's the If/Else Conditional Event and How to Use It in Workflows
Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business. There are numerous options for customizing the If/Else condition by adding ...
Internal Comments for Conversation
Internal Comments for Enhanced Team Collaboration in LANA Software With this latest LANA Software update, the Internal Comments feature allows users to add private notes within conversations, boosting collaboration and communication while keeping ...
How To Export Customers/Conta from simPRO
Overview Export Simpro Premium data into a CSV or text file to manage and analyse data from different areas of your business. Learn more about importing customers in How to Import Customers. Required setup In order to view content or perform actions ...
Updating customer Group from simPRO to LANA
How to update the customer group from simPRO to LANA? 1. Go to https://subscription.lana.software/dashboard and click Agencies. 2. Then click the search bar. Type the company name of the client and click it to access their settings. 3. Now scroll ...
Creating LANA As A SimPRO API
Step 1 Log in to your simPRO Account Step 2 In the top right corner of the screen, click the Cog then go to Setup. Step 3 Within the setup screen, click the bottom left option API, then select Applications. Step 4 Click on the Create Application ...