Setup
Basic navigation
Permissions and Users
- Security
- Dynamic security
- Creating a new user
- Password reset
- Sending credentials to users
- Deleting a user or locking an account
Customizing your account
Search engine
Forms and Views
- Forms and Views
- Creating new views
- Options when configuring a view
- Options for view type
- Types of view
- Copying, editing or deleting views
Reports
Exporting and Downloading
Emails
- Email and Bulk mailing
- Email archive
- Finding emails
- Downloading emails
- Creating and editing email templates
- Copying or deleting email templates
Workflows
Portlet
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API
- Introduction
- How to expose a view in the API
- Authentication
- REST - Example of read call
- REST - Example of read call with filter
- REST - Example of Save the Data using POST Call