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 Actions
- Add Actions
- Edit Actions
- Delete Actions
- Reporting from the Actions Tab
- Action Features
- Repeating Actions
- Action Tags
- Linked Items in Actions
- User Groups and Actions
- Actions Dashboard Widgets
-
- Navigation
- Bulk Records
- Bulk Update People or Records
- Bulk Lapse or Archive People or Records
- Bulk Delete Records
-
-
Permissions
-
Managing Column Configuration
-
Add Columns
-
Change Order of Columns
-
Delete Columns
-
-
Types of Column Configuration
-
-
- Permissions
- Navigation
- Create Dashboard
- Create a Dashboard from a Template
- Create a New Dashboard
- Edit, Delete and Publish Dashboards
- Widget Management
- Edit and Configure Widgets
- Move Widgets
- Copy, Delete and Refresh Widgets
- Publish Widgets
- Dashboard Templates
-
-
My Emails Process
- Create Filter
- Select Filter
- Select Report Type
- Select Frequency
- Select Notifee(s)
- Test Email
-
Edit or Delete My Emails
-
-
- Managing Filters
-
General Filtering
-
Save Filters
- Apply Filters
-
Edit Saved Filters
- Create Default Filters
- Delete Filters
- Filters Shortcut
-
- Managing Filters
...