System Navigation and Basics

Greg Stevens

09-29-2021

Tags: Navigation, Setup, SystemBasics, Training, User Tools

System Basics are features and functions that are used across departments within the software. EVERY employee who uses the system should be familiar with these basics.

Logging in
Toolbar
Basic Navigation
Finds and Stored Finds
Browse Mode
Bulk Change Tool
Reporting
User Preferences
How to view a record