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The Fundamentals
The Fundamentals
Introduction (2:16)
Clients, Locations and Agents Explained
Understanding the 3 Levels (3:00)
Creating New Locations and Clients (8:56)
Deleting Locations and Clients and Retiring Assets (8:35)
How to Target Your Automation
Groups (6:18)
Searches (16:14)
Extra Data Fields (15:04)
Case Study: Build an Autopopulated Group (16:39)
Understanding Users and Security Roles
How to Create Users and Assign Roles
Understanding Roles
Understanding Plugin Permissions
Creating Contacts
Giving a User Access to Only Certain Clients
Finding Information
How to Use Dataviews (12:13)
Loading the Report Center Plugin (5:06)
Adding and Running Stock Reports (7:53)
Scheduling Reports (6:19)
Creating Contacts
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