Getting Started
- Gurpreet Banwait (Deactivated)
Add an Employee
Demonstrates how to add an employee. The employee object defines ‘who’ is scheduled.
Add a Customer
Demonstrates how to add a customer. The customer and site objects define ‘where’ a person or resource is scheduled.
Add a Site
Demonstrates how to add a site. The customer and site objects define ‘where’ a person or resource is scheduled.
Add a Service Code
Demonstrates how to add a service code. The service object defines 'what’ action or job is scheduled.
Lookups
Demonstrates how to configure and use lookups. The lookup is the main search tool for finding information.
Browsers
Demonstrates how to configure and use browsers. The browser is the main display tool for viewing information.
Filters
Demonstrates how to configure and use filtering. The filter object is used to define customized searches. Filtering can be applied to create customized lookups, browser views, schedule views, business rules and more.
Attachments
Demonstrates how to import external files such as Word, Excel, PDF etc. documents as attachments.
Importing Data
Demonstrates how to import delimited files for supported data objects.
Exporting Data
Demonstrates how to export delimited files for supported data objects.