Access Permissions
Configuration
- Creating a Validation Rule (Video)
- Activating Users
- Add a Dashboard to the Homepage
- Add a Field to a Lookup Search Window
- Add Advanced Filter Options when Editing Campaigns
- Add Fields to a Related List
Data, Data Import Wizard & Data Loader
Documents
- Search Layouts in Salesforce
- Appointment Time Required Validation Rule
- Document Templates
- Documents on i360 Go Mobile App
- Download Multiple Attachments
- Duplicate Appointments On Staff Calendar
Email & Email Template Configuration
- How to: Attach a PDF to an Email
- Batch Email Settings
- Create Custom Email Letterheads
- Edit Email Templates (Video)
- Edit your Email Templates (Video)
- Email Templates: How to Add a Hyperlink and an Image to Text
How To
- Create Custom Report Type Using Lookup Fields
- Add Fields to Calendar Blocks
- Adding a New User
- Adjust Time Out Settings
- Automated Task Email Notifications
- Change Appointment Time Default Duration
Licenses
List Views
Settings Tab
Troubleshooting
- "A workflow or approval field update caused an error when saving this record. Contact your administrator to resolve it. Division undefined"
- Allow Inbound Changes from a Sandbox
- API Only User preventing access
- Can't Save Record: Appointment
- Chatter Email Notification Issue
- Delete Restricted By Foreign Key Error