Grids, Dashboards, & Software Functionality
Information about the module dashboards, managing grid Views, using the Actions menu, Advanced Analytics features, and how different features function in the software.
Views13 articles
- Why am I prompted to Create a Default View?
- Creating a View with the View Builder
- How to create a new view directly on a grid
Actions Overview15 articles
- What can you do with the Actions Menu?
- How do I create an Email List with all constituents?
- How do I update an Email List?
Batch Updates6 articles
- What is a Batch Update from the Actions menu?
- Batch Update Records - Constituent
- Batch Update Records - Transactions
Dashboards6 articles
- What is a dashboard?
- How do I create and edit my personal dashboard?
- Can I customize the graphics shown on the dashboards?