Daniel Crosby

    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...

      Help Topics What are Fields? Creating Fields Text Text Area Number Dollar Amount Date Date and time Check Box Select from a list Select Multiple from a list Data Object Calculated Value Fil...

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

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

  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...

  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...

  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...

  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 - ...

  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.  ...

  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...