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508.205.0243
Solution home
Grids and Dashboards
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
View all 8
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
View all 13
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 that includes all constituents?
How do I update an Email List?
How do I export all addresses?
How do I export all emails?
View all 15
Batch Updates
6
What is a Batch Update from the Actions menu?
Batch Update Records - Constituent
Batch Update Records - Gifts
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