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 User Guides for more information. 
 

•  Actions
  •  Permissions
  •  Navigation
  •  Managing Actions
    •  Add Actions
    •  Edit Actions
    •  Delete Actions
    •  Reporting from the Actions Tab
  •  Action Features
    •  
    Action Features
    • Repeating Actions
    •  Action Tags
    •  Linked Items in Actions
    •  User Groups and Actions
    •  Actions Dashboard Widgets 

•  

  Bulk Change

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

  Column Configuration

  •  

    Permissions

  •  

    Managing Column Configuration

    •  

      Add Columns

    •  

      Change Order of Columns

    •  

      Delete Columns

  •  

    Types of Column Configuration
     

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  Dashboards

  •  View Training Webinar
  •  Permissions
  •  Navigation
  •  Create Dashboard
    •  Create a Dashboard from a Template
    •  Create a New Dashboard
  •  Edit, Delete and Delete Publish Dashboards
  •  Widget Management
    •  Edit and Configure Widgets
    •  Move Widgets
    •  Copy, Delete and Refresh Widgets
    •  Publish Widgets
  •  Dashboard Templates
    
    
•  

  My Emails

  •  

    My Emails Process

    •  Create Filter
    •  Select Filter
    •  Select Report Type
    •  Select Frequency
    •  Select Notifee(s)
    •  Test Email
  •  

    Edit or Delete My Emails
     

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  My Filters

  •  Create a New FilterManaging Filters
    •  

      General Filtering

    •  

      Save Filters

    Shortcut

    •  
    Edit an Existing Filter
    • Apply Filters
    •  

      Edit Saved Filters

    •  Create Default Filters
    •  Delete Filters
    •  Filters Shortcut