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An important message from SS&C Salentica regarding Business Continuity during the COVID-19 pandemic. SS&C Salentica is committed to providing ongoing support and service to our clients while also ensuring our staff is safe. To this end, we may have staff working remotely. We are equipped to support a remote working scenario and can assure you we are business as usual. For any questions or concerns, please reach out to Tanya Tygesen or Max Moller.
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Home > Getting Started on Elements > Webinar Recordings
Webinar Recordings

Elements 101 Webinar Recording

  • Intro & Agenda 0 - 2:34
  • Home Screen Navigation, User Settings, & Global Search 2:34 - 8:49
  • Primary Objects & Entities 8:49 - 10:45
  • Relationships 10:45 - 17:57
  • Contacts 17:57 - 19:25
  • Activities 19:25 -  34:58
    • Tasks 19:25 - 24:43
    • Requests 24:43 - 34:26
    • Calendar 34:26 - 34:58
  • Conclusion 34:58 - 35:27

Elements 201 Webinar Recording

  • Intro & Agenda 0 - 0:50
  • Roles 0:50 - 5:20
  • Relationship Owner & Relationship Team 5:20 - 9:47
  • Requests 9:47 - 21:40
  • List Views 21:40 - 27:57
  • Reports 27:27 - 33:20
  • Dashboards 33:20 -  35:13
  • Black Diamond 35:13 - 38:15

Elements Admin Webinar Recording

  • Intro & Agenda 0 - 1:19
  • Security & Login Access 1:19 - 7:02
  • Organization Wide Defaults & User Management 7:02 - 12:00
  • Requests and Conga Orchestrate 12:00 - 20:18
  • Custom Fields/Page Layout 20:18 - 28:13
  • Conclusion 28:13 - 29:24

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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