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
Adding and Editing Record Data
Exporting and Importing Data
System Functionality
- Search and Replace
- Tagging a Record
- Subscribing to a record
- Comments and Attachment in Floating Menu
- Field Updated by Another User While Viewing a Record
- Refresh
Tips
- Left menu pinned
- Template minimising
- 3 options when saving a record
- Quick edit
- Quick save
- Working with multiple screens