Events

Cloud Advanced

Date/Time
Date(s) - Feb 19
10:30 am EST - 12:30 pm EST


Cloud Advanced (Cloud)

Cost: $0/person

Duration: 2 hours

Description:

This webinar style class is designed for Admin users to learn the top-level and setup portion of Cloud: User Management, Administration and Global module use, Dashboards, Custom Import/Exports, and more of the like. This content covers the Cloud ‘framework’ rather than module-specific topics, and uses generic data and examples.

 

Main topics include:

  • User Management and Security
  • Global Settings and Unit Information
  • Global Records (People, Addresses, Phones, Email Addresses)
  • Merging
  • Dashboards and Widgets
  • Advanced Filtering and Saving/Sharing Workspaces
  • Custom Fields
  • View Layout Sets
  • Custom Import/Export Definitions
  • Workflows and Alert Rules

     

Reminder: Please register with your business email address

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