Page Comparison

The following is a list of suggested topics to cover when providing training or doing self-paced learning for shared features within Lucidity Software. Refer to the full user guides for more information. 
 

•  Actions
  •  Permissions
  •  Navigation
  •  Managing Action
  •  Action Features

•  

  Bulk Change

  •  Navigation
  •  Bulk Update People or Records
  •  Bulk Lapse or Archive People or Records
  •  Bulk Delete Records
     
•  

  Column Configuration

  •  

    Permissions

  •  

    Managing Column Configuration
     

•  

  Dashboards

  •  Permissions
  •  Creating a Navigation
  •  Create Dashboard
  •  Editing DashboardsEdit and Delete Dashboards
  •  Widget Management
  •  Dashboard Templates
    
    
•  

  My Emails

  •  

    Coming Soon!
     

•  

  My Filters

  •  

    Create a New Filter

  •  

    Filters Shortcut

  •  

    Edit an Existing Filter

...