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Select another Type of Viewlet :-

General Functionality

How the Event Manager Works

Setting up and Using Mail Merge

Other Misc. Features

 


General Funtionality

Project Overview

Shows a Detailed View of the Main Project Page, including how to edit User Defined Fields (UDF's); how to make User Notes; and how to customise the screen to display the information you need to see.

Company Overview

An Overview of the Main Company Page, explaining where you can find information relating to Companies, and Contacts

Query

How to create Queries based on Multiple Field Criteria and store them as subsets.

Sub-Queries

How to create sub-querries based on already existing subsets,  or create sub-quries based on a new Query.

Listview

Explains the many functions of the Listview Screen, including : Filtering; Sorting; Creating Subsets; Changing the fields displayed on the Listview; Merging Columns; Resizing Rows; Exporting Data.

 



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