You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Replays of Webinars
print icon

Here are the replays of the webinars we did this summer:

Navigation of Elements

Activities and Requests

Reports and Dashboards

Elements Access

Requests: Overview and Editing


Reports Deepdive



Details about the webinar topics:

  1. Navigation of Elements - Core Objects on Elements; Creating, Editing, and Deleting Records; How the Objects Interact; Standard Fields on Elements
  2. Activities - Using Activities, Tasks, Requests, and Client Notes; Best Practices; Using email with your CRM
  3. Reports & Dashboards  - What are Reports & how they're associated with Dashboards; Using Report filters; List Views
  4. Elements Access - Profiles, Permission Sets, Roles - What are they and how to best use them
  5. Requests on Elements - What are Requests and how they're different from Activities (Tasks); Brief overview on changing Requests; Workflow Best Practices
  6. Reports Deepdive - Creating New Reports; Best Practices on Reports & Dashboards; Using Reports for data downloads
  7. Personalizing Elements - Current Page Layouts; Updating Page Layouts; Other Personalizations of Elements

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

0 out of 0 found this helpful

scroll to top icon