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  1. Softools
  2. Primary Actions

Primary Actions

These are the actions that most Users will perform on a daily basis. This category will take you through adding Records, editing Records, Imports & Exports, Filtering Reports and more...

Filters

  • Using Quick Search and A-Z Search Filters
  • Use a Saved Filter to set your Report view
  • How do I create a new filter view?
  • Manage Personal, Team and Global Filters

Adding and Editing Record Data

  • Adding / Creating a new record
  • Updating a record
  • Quick Edit Records using In Line Edit
  • How to Copy a record
  • Archive
  • Delete a record

Exporting and Importing Data

  • Sharing Data via Export to .CSV
  • Sharing data from a List Report – info out of the system (Export)
  • Sharing Data by Exporting to a Template Word Report or PDF
  • Importing Records with a .csv File

System Functionality

  • Tagging a Record
  • Subscribing to a record
  • Comments and Attachment in Floating Menu
  • Field Updated by Another User While Viewing a Record
  • Refresh
  • Help (App specific + Learning Resources)

Tips

  • Left menu pinned
  • Template minimising
  • 3 options when saving a record
  • Quick edit
  • Quick save
  • Working with multiple screens
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