Navigation
There are many tools and features that are built in to Connect applications. You can learn how to use the tools to find shortcuts for performing the tasks for each Connect checklist and options for changing the viewing default.
General
Can I increment numbers in Connect?
How do I add files to a record?
Active Tasks
How do I close the Active Tasks menu?
How do I close an active task?
Attachments
How do I switch to full-screen viewing mode?
Auto-filter Row
File Menu
What does "Recent Records" do?
Filter Editor
Find Panel
How do I show or hide the Find Panel?
Formulas
What are the rules for operator precedence?
Grids, Tables, and Columns
How do I sort data in ascending/descending order?
Can I change columns on a grid or table?
How do I filter data in a grid or table?
My Favorites
How do I add a routine or report to My Favorites?
Options
Why can't I save settings for the entire organization?
Search
How do I save a search layout?
Split Screen
User-defined Fields
How do I add a user-defined field?
Zoom
How can I make the text on the screen larger?
How do I change my default zoom setting?
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