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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

    • My Emails Process

    • Edit or Delete My Emails
       

  • My Filters

    • Create a New Filter

    • Filters Shortcut

    • Edit an Existing Filter



 


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