Template:Categorylist

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Upgrade.png

Upgrades

Review patch notes for upcoming enhancements and changes, as well as from past releases.
Ai.png

AI

Discover and setup AI features
Communications.png

Communication

Connecting with, and sharing and sending information to people.
Customfield.png

Custom Fields

Define what information you want to capture, and how.
Applicationlogic.png

Process Drivers

Behind the scenes modules that drive your process. E.g. workflows, formulas.
Security.png

Security

Platform and application security.
Tools.png

Tools/Features

Built-in features and applications. E.g. reports, calendars, SmartFolders.
Ui.png

User Interface

User portals and other interface related areas.
Uta.png

UTA

The Universal Tracking Application is used to create unique applications.
Technical Resources
Architecture.png

Architecture

System and platform architecture.
Exchange.png

Data Import/Export

How to get your information into and out of your system.
Integration.png

Integration

Connecting with and using third party systems and tools with your system.
Additional Resources
Faq.png

FAQ

Frequently Asked Questions.
Glossary.png

Glossary

Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.
Video.png

Training Videos

Watch and learn about the features in your system.
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