Breadcrumbs and Last viewed items
A history of last viewed items is recorded for each user. These items may include: Client Records User Profiles Documents...
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Other Features
These articles relate to features of the database that have not been covered in another category. These items may span multiple modules.
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Create a data export
Managers or users with specific access are able to export data from your CDS database as required. Instructions Step 1.... -
Download files and documents
A number of modules allow you to attach files to a record. Dependent on your database configuration this may include... -
View Change Log
The View Change Log function allows you to view changes made to any records by all database users. Instructions Step 1.... -
Assign a record to a user
The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or... -
Calendar
The Calendar shows past, present and future tasks or appointments. Depending on your database configuration, you can see your own appointments and... -
Calendar Integration
The CRM Calendar shows past, present and future tasks or appointments. The Calendar can be viewed from Outlook or Google... -
Add a Locality
Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb... -
Edit a Locality
Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb... -
Why can’t I add a Locality?
Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb...