Events

Cloud Basics

Date/Time
Date(s) - Apr 23
10:30 am EDT - 12:30 pm EDT


Format: **This is a Guided Playback Webinar.
*Guided Playback is a collaborative viewing of a previously recorded session alongside other attendees, featuring a live BS&A Support moderator for Q&A. After the video, we’ll transition into an open forum for any additional questions or clarifications.

Cost: $0/person

Duration: 2 Hours

Webinar Overview:
This virtual webinar class is designed for newer Cloud users to learn the basics of Cloud: accessing your database, account settings, layout and navigation, record management, basic reports and filtering, dashboards and workspaces, and more of the like. This content covers the Cloud ‘framework’ rather than module-specific topics and uses generic data and examples.

Topics include:
• Login Process
• User Account Settings
• Program Navigation and Searching
• Activity Steam
• Dashboards
• Pinning
• Following
• Favoriting
• Labelling Records
• Sorting
• Filtering and Dashboards
• Global People and Addresses
• Reporting
• Custom Fields and Field Configuration
• Workflows

*Please register with your business email address.

Register for event