Daniel Crosby

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Activity overview

Latest activity by Daniel Crosby
  • Daniel Crosby created a post,

    Merge Contacts feature in SureView Cases

    As you are aware, SureView is an essential tool for generating accurate reports and making informed decisions. However, we have discovered the system lacks the capability to automatically merge dup...

  • Daniel Crosby created an article,


        Help Topics What are Dashboards? Creating a new Dashboard Dashboard Tiles Insights Views Team Dashboard Image Label Top Value Modifying a Dashboard Deleting a Dashboard Permissions   Wh...

  • Daniel Crosby created an article,


      Help Topics What are Settings? Statuses Severities Nomenclature What are Settings? The Settings page is where the status, severity and nomenclature of your organization can be customized.  ...

  • Daniel Crosby created an article,


      Help Topics What are Views? Creating Views Editing/Deleting Views Editing Views Deleting Views Filter Options What are Views? Views can be thought of as a subset of Records and Cases - ...

  • Daniel Crosby created an article,


      Help Topics What are Rules? Creating Rules Editing/Deleting Rules Editing Rules Deleting Rules Triggers/Actions What are Rules? Rules are a method used to automate functionality whenever...

  • Daniel Crosby created an article,


      Help Topics What are Tags? Creating Tags Editing/Deleting Tags Editing Tags Deleting Tags What are Tags? Tags are a categorization tool for Records and Cases, which are entirely customizable...

  • Daniel Crosby created an article,

    Data Sources

      Help Topics What are Data Sources? Creating Data Sources Editing/Deleting Data Sources Editing Data Sources Deleting Data Sources Items Adding Items Editing/Deleting Items Editing Items Re...

  • Daniel Crosby created an article,


      Help Topics What are Areas? Creating Areas Creating Sub-Areas Editing/Deleting Areas Editing Areas Deleting Areas What are Areas? Your Areas define the set of locations where incidents may o...

  • Daniel Crosby created an article,

    Object Definitions

      Help Topics What are Object Definitions? Creating Object Definitions Editing/Deleting Object Definitions Editing Object Definitions Deleting Object Definitions Creating a Title Format Fields ...

  • Daniel Crosby created an article,


      Help Topics What are Templates? Creating Templates Editing/Deleting Templates Editing Templates Deleting Templates Settings Fields Adding Fields Editing Fields Ordering Fields Permissions ...