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aaaaSandbox Test Book

This is what we know on Alaska: Deactivate a User Account

Updated 2 months ago by Rob Clay

Customizing Triggers with an Every Period

Module How Tos Assets Module How Tos (Primary Suite)

Triggers with an Every period can have a time or usage parameter. When Every is selected as the p...

Updated 2 months ago by Mitzi Orkus

Customize Trigger Settings with an Every (strict) Period

Module How Tos Assets Module How Tos (Primary Suite)

Triggers with a Every or Every Strict Period can have time or usage parameter. When a trigger ha...

Updated 2 months ago by Mitzi Orkus

Create a New Module Level (Tags Module)

Module How Tos Tags Module How Tos (Essentials Suite)

Go to the Settings Page of the Tags Module. Select the “New Module Level” button opening the N...

Updated 2 months ago by Rob Clay

Edit a Tag

Module How Tos Tags Module How Tos (Essentials Suite)

To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical t...

Updated 2 months ago by Mitzi Orkus

Delete a Tag

Module How Tos Tags Module How Tos (Essentials Suite)

To delete a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical...

Updated 2 months ago by Mitzi Orkus

Create a New Tag from an Entity in Another Module

Module How Tos Tags Module How Tos (Essentials Suite)

To create a new tag while creating or editing a new entity in a module other than tags, type in t...

Updated 2 months ago by Mitzi Orkus

Import Registration Profiles

Module How Tos Site Settings Module How Tos (Essential...

To import a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the ...

Updated 2 months ago by Mitzi Orkus

Edit Password Requirements

Module How Tos Site Settings Module How Tos (Essential...

To edit password requirements, open the Security Tab in the Site Settings Module. The current set...

Updated 2 months ago by Mitzi Orkus

Edit Inactive Accounts Settings

Module How Tos Site Settings Module How Tos (Essential...

To edit inactive account settings, go to the Inactive Accounts Tab in the Site Settings Module. ...

Updated 2 months ago by Mitzi Orkus

Edit Email Settings

Module How Tos Site Settings Module How Tos (Essential...

To edit email requirements that help manage system emails for account management, open the Email ...

Updated 2 months ago by Mitzi Orkus

Edit Company Info

Module How Tos Site Settings Module How Tos (Essential...

To edit company information, open the Company Info Tab from the Site Settings Page in the Site Se...

Updated 2 months ago by Mitzi Orkus

Edit a Customized Access Level

Module How Tos Site Settings Module How Tos (Essential...

To edit a customized access level, go to the Access Levels Tab in the Site Settings Module. Onl...

Updated 2 months ago by Mitzi Orkus

Delete a Customized Access Level

Module How Tos Site Settings Module How Tos (Essential...

To delete a customized access level, go to the Access Levels Tab in the Site Settings Module. O...

Updated 2 months ago by Mitzi Orkus

Create Payment Configuration Using Stripe

Module How Tos Site Settings Module How Tos (Essential...

To make a payment configuration, go to the Payment Settings Tab in the Site Settings Module. C...

Updated 2 months ago by Mitzi Orkus

Create a Customized Access Level

Module How Tos Site Settings Module How Tos (Essential...

Go to the Access Level Tab in the Site Settings Module and select “KAStrack”, the first clickable...

Updated 2 months ago by Mitzi Orkus

Include Dynamic Restrictions on a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To include dynamic restrictions on a date field in a custom report, go to the Custom Report Tab o...

Updated 2 months ago by Mitzi Orkus

Delete a Chart

Module How Tos Reports Module How Tos (Primary Suite)

To delete a chart, go to the Charts Page of the Reports Module. To be able to delete a chart, y...

Updated 2 months ago by Mitzi Orkus

Delete a Forms Group

Module How Tos Forms Module How Tos (Advanced Suite)

To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups...

Updated 2 months ago by Mitzi Orkus

Return a Unique Item to the Inventory

Module How Tos Inventory Module How Tos (Specialized S...

To return a unique item to the inventory, go to the Inventory Module Home Page. Click on the n...

Updated 2 months ago by Mitzi Orkus