1. Create a Clients Module: Log in to the Ivinex system that will be using Incontact for its communications and click the arrow next to your username at the top right. Select “Admin” from that menu.   

A new window will open, and you will see a list of modules at the left. 

If a Clients or Customers module hasn’t been created, then click “New Module” to define it. For help creating a new module, please see the documentation here. 

Each Clients or Customers module field layout should be defined in accordance with the business model that is applied to the Ivinex system.

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