These “General“ how-to guides cover features and workflows that apply across the application — like navigation, search, and common utilities. If it’s something you’ll use in multiple areas, you’ll likely find it here.
Guides in this Section
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Updating Username & Password -
Adding Data -
Adding Attachments -
Adding Photos -
Adding Comments -
Searching Comments -
Using the Grid -
Using the Module Search -
Using the Quick Add Utility -
Using the Bulk Update Utility -
Using the Bulk Delete Utility -
Export to Excel -
Customising Your Dashboard -
Setting Default Views -
Iconography