Settings

About the Settings module
The Settings module provides access to the application's settings and allows the user to dynamically configure property settings and other information ...
Tue, Jun 28, 2022 at 11:47 PM
Accessing & Understanding Account Settings Screen
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
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
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
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
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
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
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
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
Add/Edit Account Team
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