Settings
The Settings module provides access to the application's settings and allows the user to dynamically configure property settings and other information f...
Tue, Jun 28, 2022 at 11:47 PM
Accessing & Understanding Account Settings Screen Before proceeding to perform activities on Account Settings screen select the Collection for which yo...
Tue, Jun 28, 2022 at 11:48 PM
Accessing & Understanding License Management Screen License Management settings screen lets you do the following: View your license (product subs...
Tue, Jun 28, 2022 at 11:48 PM
Accessing & Understanding Manage User Screen Follow the given procedure to access the User list Screen: Click on button at the top right-hand corne...
Tue, Jun 28, 2022 at 11:48 PM
Searching Users Follow the given procedure to search user from the User List screen: You can view the User Search section at the top of the left side o...
Tue, Jun 28, 2022 at 10:49 PM
Adding New User Follow the given procedure to add new account user: Open User list screen. Click button [+ Add] button from the User list screen...
Tue, Jun 21, 2022 at 3:46 AM
Accessing & Understanding Custom Lookup Fields Screen Follow the given procedure to access the Custom Attribute Screen: Click on button at the t...
Tue, Jun 21, 2022 at 4:21 AM
Import & Export Custom Attributes Multiple custom fields under a particular attribute can be imported from a .xlsx file or a .csv file present in your...
Tue, Jun 21, 2022 at 4:28 AM
Accessing & Understanding Account Team Screen Follow the given procedure to access the Account Team Screen: Click on button at the top right-han...
Tue, Jun 28, 2022 at 11:48 PM
Within Add/Edit account team screen, you will be able to create Account Teams by clicking button and edit existing account team information by clicking butt...
Tue, Jun 28, 2022 at 11:48 PM