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Editing the name of a Menu Section
Click on the name on the menu. Edit in the pop-up screen. To edit the name of an option under a section header: Click on the name in the menu. Edit in the pop-up screen by changing the box under the “Label” option.
Adding an Info Page to the Dashboard - 2022
Step 1: Select "Features" Step 2: Select "Info Page" Step 3: Click "+New" Step 4: Enter a Name Select a picture from the Library Describe your Info Page in the Text Box to the right Step ...
Adding a Header to Slideshow Builder
Click "App Builder" Click "Slideshow Builder" tab Click “Add” Click the green “+” Select an image. Use the 4-way arrow to drag the image. Click the checkmark.
Deleting a Header from Slideshow Builder
Click "App Builder" Click "Slideshow Builder" tab Click the header. Click “Delete” Click “Save”
Adding a Reporter Account
New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts" *To add more ...