Logon Management – Home Page & Adding Records Options

Home Page Fields:

Add / Edit / Delete Message Boards  allows the user to update the message board and the events / list manager section of the home page / information center. 

Add / Edit / Delete View Dashboard Charts allows the user to view and add reports and charts to the home page / information center. 

Adding Records Fields: 

Add New Records allows the user to add and import records.

Add Call Back allows the user to add a call back when adding new records. 

Import Records allows the user to import records, append comments to records, view imported records and manage import records templates. 

Import Records – Import to a Custom Form allows the user to import records to a custom form attached to a record. 

Import Records – Match to Existing Contacts this is a de-duplication feature; it allows the user to match existing contacts and add additional contacts to a record instead of creating a new record for the contact. For example, suppose XYZ Company had 10 employees. You could either have 10 records for those employees or you could use this feature to put all 10 employees in a single record for XYZ Company. 

Import Records – View All Imported Records allows the user to view details of imports and back out imported records for the workgroup, included other user’s imports for the workgroup.

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