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 to improve productivity, processes, and outcomes.
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Communication

Connecting with, and sharing and sending information to people.
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Custom Fields

Define what information you want to capture, and how.
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Process Drivers

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

Platform and application security.
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Tools/Features

Built-in features and applications. E.g. reports, calendars, SmartFolders.
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User Interface

User portals and other interface related areas.
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UTA

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

System and platform architecture.
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Data Import/Export

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

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

Frequently Asked Questions.
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Glossary

Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.
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Training Videos

Watch and learn about the features in your system.