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Software Version History
Version 12.0-Beta (expected go live 9/30/2026) New Features: Accounts: Added Microsoft Entra sing...
User Manual Version Updates Status
Essentials Suite Accounts Module is updated through Version 11.12. Calendar Module is updated thr...
Place Databases into Groups
In order for databases to be placed into groups, groups have to be created first. How To: Add a D...
Import Fields from a PDF Field Import
This method of importing Fields from a PDF requires access to Adobe Acrobat Pro. If a field has a...
Import Fields from a CSV File into a Database
If a field has already been added to a database, you are no longer able to bulk import database f...
Import Database Entries from a CSV
To import database entries from a CSV, database fields must already have been created. How To: Ad...
Export Database Entries
To export the existing database fields and entries, go to the Home Page of the Database Module. C...
Edit the Status of a Database Rule
To change the status of a database rule, go to the Home Page in the Database Module. Click the th...
Edit a Database Entry
To edit a database entry, go to the Home Page of the Database Module and click the three-dot icon...
Edit a Database
To edit a database, go to the Home Page in the Database Module. Click the three dot (…) icon to t...
Create a Database
To create a new database, go to the Home Page of the Database Module. Click the “Create Database”...
Delete a Database Entry
To delete a database entry, go to the Home Page of the Database Module. Click the three dot icon ...
Delete a Database
To delete a database, go to the Home Page in the Database Module. Click the three dot (…) icon to...
Copy a Database
To copy a database, go to the Home Page in the Database Module. Click the three dot (…) icon to t...
Bulk Edit / Delete Database Entries
To bulk edit database entries, go to the Home Page of the Database Module. Click the three dot ic...
Add Tags to a Database Entry
To add tags to a database entry, go to the Home Page of the Database Module. Click the three dot ...
Add an Individual Database Entry
To add a database entry, go to the Home Page of the Database Module. Click the three dot (…) icon...
Add a Database Rule
To add a database rule, go to the Home Page in the Database Module. Click the three dot (…) icon ...
Add a Database Field
To create a database field, go to the Home Page of the Database Module. Click the three dot (…) i...
Database Home Page
The Home Page contains the Database Table, where all existing databases built within your system ...