AssociationSphere

Grid Features 8

• View and Quick Queries Side Bar
• How to Search a Grid
• How to use the Filter Menu on a Grid
• How to use the Sort Menu on a Grid
• How to Apply a Filter to a Column

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Views 13

• 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
• Editing a View
• Renaming a View

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Quick Queries 3

• Quick Queries
• Clear a Quick Query
• Dynamic Date Queries

Actions Overview 15

• 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?
• How do I export all addresses?
• How do I export all emails?

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Batch Updates 6

• What is a Batch Update from the Actions menu?
• Batch Update Records - Constituent
• Batch Update Records - Transactions
• Batch Update Records - Interactions
• Batch Update Records - Documents

View all 6

Dashboards 5

• How do I create and edit my personal dashboard?
• Can I customize the graphics shown on the dashboards?
• How do I print the dashboards?
• How can I set a homepage?
• Can I create favorite shortcuts for the workspace?

Advanced Analytics 5

• What is the Advanced Analytics button for?
• How can I edit my Advanced Analytics Pivot Tables?
• Geo Search Filter
• Scheduled View Reports
• Email Preview and Spam Test