How to Create a Dashboard in Lightning How to add Reports to a Dashboard Editing Charts and Labels in Dashboard Remove reports from Dashboard Subscribe to a dashboard (get it emailed to you and others) (This is a good follow on from the two Reports Webinars last month) (Note if you only use Classic, this […]
This webinar is for all new users of Salesforce. It may also be helpful to existing users to upskill or those who are new to Lightning Overview of Salesforce / eCass / eSafe Logging In - User Account Navigating Screens and Tabs Searching for Contacts / Clients / Records Fields - different fields such as Text, […]
This webinar is suitable for those who are new to eCass or for those who have used eCass in Classic Overview of how to navigate eCass in Lightning Creating new records in eCass in Lightning Editing records in eCass in Lightning Enrolments, Program Sessions, Attendances A good introduction to this webinar would be to join […]
Creating List Views Editing List Views Inline Editing of List Views Deleting / Renaming List Views Uses of list view (brief mention of Email and Mail Merge)