Adminsitration Section

How to Configure Forms and Fields

How to Apply Conditional Logic to Fields

How to Manage Value Lists

How to Edit Locales

How to Edit List Columns

How to Configure Search Fields

How to Create Objectives and Outcomes

How to Create Qualifications

How to Create Conditions

How to Create Restrictions

How to Change the Default 121 Questionnaire

How to Configure Exports

How to Import Contact or Venue Records

How to Import Questionnaire Answers

How to Import Sessions and Session Attendances

How to Create Mail Templates

How to Manage the Correspondence Opt-Out List

How to Manage User Access

How to Configure Data Security

How to Use the Change Log

How to Configure Contact Anonymisation

How to Create Alerts

How to Merge Duplicate Records

How to Use the SMS Correspondence Tool

How to Download an Account Flatpack

How to Use the External Forms Tool

How to Use the External Questionnaires Tool

How to Link External Forms to External Questionnaires

How to Use the Consent Tool

How to Use the Tasks Tool

How to Use the Contact Inactivity Tool

How to add Numbering to Forms

How to add Pages to Forms

How to Use the Media Storage Tool