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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...

Tips

  • Platform is Slow or Unresponsive
  • Working with Multiple Tabs
  • Editing Records Records Quickly
  • Template Minimising and Help Section

System Functionality

  • Support and Learning Resources
  • Resyncing an App
  • Comments and Attachments

Adding and Editing Record Data

  • Creating a new record
  • Updating a Record
  • Copying a Record
  • Archiving and Unarchiving a Record
  • Deleting a Record
  • Validation Errors
See all 9 articles

Reports and Filters

  • Report Filters
  • Selecting A filter and Using Report Options
  • Creating and Editing Report Filters
  • Quick Edit Records using In-Line Edit
  • Using Quick Search - Finding Records

Exporting and Importing Data

  • Importing via CSV from different locales
  • Export to CSV
  • Exporting a Record and Report
  • Importing Records via .CSV
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