How To Table of Contents
Each Suite is a separate chapter, and every page within the chapter contains a comprehensive list of How To's existing for that module.
Advanced Suite: Database Module
Add a Database Field Add a Database Group Add a Database Rule Add a New Module Level (Database...
Advanced Suite: Forms Module
Advanced Suite: Integrations Module
Create an External Link within Integrations Edit an External Link within Integrations Delete an...
Essentials Suite: Accounts Module
Add an Access Level for an Individual Archive a User Account Bulk Import Account Information C...
Essentials Suite: Calendar Module
Create a New Calendar Event Create a New Calendar Filter Create a New Module Level (Calendar Mo...
Essentials Suite: Communications Module
Apply a Notification Template to Existing Accounts Create a New Communications Templates Create...
Essentials Suite: Dashboard Module
Edit a DashboardCreate a New DashboardAdd a Module Summary Widget to the DashboardCreate a Chart ...
Essentials Suite: Site Settings Module
Assign Remote Access Profiles Create a Customized Access Level Create Payment Configuration Usi...
Essentials Suite: Tags Module
Create a New Module Level (Tags Module) Create a New Tag Category Create a New Tag from an Enti...
Global Glossary
Reina: A cute dog that runs a house in New Orleans. Saints: Amn NFL football team that is strugg...
Primary Suite: Courses Module
Access Course Stats Add Custom Course Content Add Different Question Types Add Pages in a Ne...
Primary Suite: Documents Module
Add a New Folder Add a New Document Create a New Module Level (Documents Module) View and Mana...
Primary Suite: People Module
Add Multiple Required Users to a Certification Assign a Certification Role to Multiple Users at ...
Primary Suite: Reports Module
Add a Module Level (Reports Module) Assign Permissions to a Custom Report Assign Permissions fo...
Specialized Suite: Finance Module
Add a New Budget Close a Budget Archive a Budget Set / Edit a Budget's Approvers and Approval ...
Specialized Suite: Inventory Module
Add a Stock Item to the Inventory Add a Unique Item to the Inventory Add an Inventory Location ...
Specialized Suite: Attendance Module
Activate Muster Mode for a Drill Activate Muster Mode for an Emergency Copy an Attendance Log U...