Webinar September 2023 - Custom Views, Segmenting Clients, Tags and Navigation
The following webinar will teach you how to;
- Learn the fastest way to find what you are looking for
- How to create custom views and filters and save the for future use, such as email marketing, bulk updating etc
- How to Tag records for segmentation
- Understanding Navigation and what type of record you have open
- Learn how to jump links work to speed up navigation.