Getting Started

A Tour of Task Sets

Use Task Sets to manage processes in Case Management, Customer Relationship Management, Engineering, and Time and Expense Management. In this video, tour an example of a Task Set to manage the Help Desk process.

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Getting Started

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A Tour of Task Sets

A Tour of Task Sets

Accessing the Main Menu in the Kinetic Home Page

Accessing the Main Menu in the Kinetic Home Page

Add a Memo to a Record

Add a Memo to a Record

Add an Image to the Database

Add an Image to the Database

Adding a Widget to the Kinetic Home Page

Adding a Widget to the Kinetic Home Page

Adding Google Drive and Dropbox Attachments

Adding Google Drive and Dropbox Attachments

Adjust Grid Column Widths in a Program

Adjust Grid Column Widths in a Program

Assign a Role to an Employee

Assign a Role to an Employee

Attach a File to a Record

Attach a File to a Record

Changing the Company in the Kinetic Home Page

Changing the Company in the Kinetic Home Page

Changing the Language in the Kinetic Home Page

Changing the Language in the Kinetic Home Page

Changing the User on the Kinetic Home Page

Changing the User on the Kinetic Home Page

Changing the Workstation in the Kinetic Home Page

Changing the Workstation in the Kinetic Home Page

Comparing Entry Screens and Their Trackers

Comparing Entry Screens and Their Trackers

Copying and Pasting Grid Data

Copying and Pasting Grid Data

Currently loaded videos are 1 through 15 of 44 total videos.

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