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
  • Navigation
  • Create Dashboard
  • Edit and Delete Dashboards
  • Widget Management
  • Dashboard Templates
    
    

• My Emails

  • Coming Soon!
     

• My Filters

  • Create a New Filter

  • Filters Shortcut

  • Edit an Existing Filter