Record Management
- Understanding and Using the Data Management App
- Understanding and Using the Noticeboard
- Managing Mailing Label Settings
- Understanding and Using Entity Name Formatting
- Using Filters
- Creating and Editing Fields
- Configuring Active Forms
- Managing Feed Tracking
- Creating Relationship Types
- Creating and Managing Service Types
- Managing Servicing Teams
- Managing Duplicate Matching & Merging
- Understanding and Managing Risk Profiles