HomeGuides :: VirtuosoIntroduction to VirtuosoIntroduction to Virtuoso

1.1. Introduction to Virtuoso


Virtuoso is a method of document retrieval designed to give you quick access to the documents you use most.  Virtuoso organizes Worldox Find Templates through the use of Palettes.  These palettes contain Launcher Buttons which point to a Worldox Find Template.  These Find Templates can contain a special code which reference your CRM.  This enables you to search for documents based on the contact record that you are on in your CRM.

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer.

Video: Introduction to Virtuoso

This page was: Helpful | Not Helpful

© 2012 Trumpet, Inc., All Rights Reserved