BASIC ELEMENTS NAVIGATION

• Updating your Personal Information

• Home Screen Navigation

• Customize the Navigation Bar in Elements

WEALTH MANAGEMENT DATA HIERARCHY

• Hierarchy of Objects in Elements (Wealth Management)

LIST VIEWS

• List Views

EDITING RECORDS

• Relationship Navigation

• Relationships on Elements

CREATING ACTIVITIES

• What is an Activity?

• Video: Activities and Requests on Elements 

CREATING RECORDS

• Contacts on Elements

INTEGRATIONS OVERVIEW

• Integration Overview for Salentica Elements