Connectivity with Microsoft OneDrive enables different types of syncing and sharing options across a large number of modules. Initially designed to sync client documents uploaded via the FileInvitation module, it has since found its way into about a dozen modules. Note that enabling this modules gives Yabber access to only those folders that it creates itself, and all folders are created under a parent 'BeliefMedia' directory.
Microsoft Application: Creation of a Microsoft Application is a defining feature of Yabber, so an Azure Application will be created in your company name. Appropriate Drive permissions will be assigned during creation.
Locating the Drive Options
You will find the Microsoft Drive panel by first navigating to the CRM module, then selecting the small 'Disk' icon in the primary submenu.
Pictured: You will find the Microsoft Drive panel by first navigating to the CRM module, then selecting the small 'Disk' icon in the primary submenu.
Creating the System Folders
When you enter the Drive panel for the first time, you will be promoted to create the System folders. These files will all be created in a parent 'BeliefMedia' folder, and if you sensibly have OneDrive installed on your PC, the folders will quickly sync back to your computer.
Pictured: When you enter the Drive panel for the first time, you will be promoted to create the System folders. These files will all be created in a parent 'BeliefMedia' folder, and if you sensibly have OneDrive installed on your PC, the folders will quickly sync back to your computer.
Select the black submit button and the folders will be created. Give the system a few seconds to complete the task. Those folders that were created, and a link to each of those folders on Drive, will be returned in list format.
Pictured: Those folders that were created after making the request, and a link to each of those folders on Drive, will be returned in list format.
You may recreate the folders in the hidden panel towards the bottom of the page.
How are the Folders Used?
Content may be shared in both directions once the folders are created, but in most cases it's Yabber that will populate the folders for you. Client documents, voicemail recordings, social content, and other material will be shared to these folders if defined (usually within an appropriate sub-folder). Some folders, such as 'Voicedrop_MP3' is reserved for recordings you expect to import into Yabber's Voicemail module. Any module that requires OneDrive connectivity will make the reason known to you.
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Microsoft FAQs
Microsoft Frequently Asked Questions. Microsoft is a limited category, and the Email Marketing or CRM FAQs should be referenced for a broader understanding of Microsoft integration.
Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber is usually resolved to a CRM user automatically (by phone number, email, or some… [ Learn More ]
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Connectivity with Microsoft OneDrive enables different types of syncing and sharing options across a large number of modules. Initially designed to sync client documents uploaded via the FileInvitation module, it has since found its way into about a dozen modules. Note that enabling this modules gives Yabber access to only those folders that it creates… [ Learn More ]
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The Vista Social Media Calendar is an essential component of a number of social and managed programs. The calndar is a function of integration with Microsoft systems, and it enables a level of control and integration that will empower your business in ways that'll make your competitors fuzzy little heads explode. Important: Creating a calendar… [ Learn More ]
