Support Center

General 14

• Home Tab
• Cases Tab
• Activities Tab
• Calendar Tab
• Case Reviews Tab

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General 8

• Listview Filters
• Multi-Factor Authentication (MFA)
• Multi-Factor Authentication (MFA) | Disabling
• Multi-Factor Authentication (MFA) | Troubleshooting
• Field Types

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New User Training 25

• New User Training - Start Here
• Logging In
• Requesting a Password Reset
• Submitting a Support Request
• Using the Help Widget

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General 11

• Conflict Check
• Create a New Case
• Create a New Associated Case
• Quick Add Associated Persons
• Edit Intake Information

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General 3

• Recording Services
• Editing Services
• Service Header Fields

General 29

• Document Queue
• Activities
• Case Review Module
• Notifications
• Organization Locations

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General 5

• Contacts & Users
• Invalidate A Case
• Remove Services & Notes
• SMS-Messaging Administration
• Site Profile Administration

General 15

• Roles and Permissions
• Activities Module (Administration)
• Reset Security Events
• Network Administration - Overview
• Creating a Role

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General 8

• Help & Additional Resources
• View Application Catalog
• On-Demand Collaborate Training Videos
• Collaborate Concierge
• Scheduled Maintenance

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Collaborate Workshops 1

• Communicating Your Story with Data

General 14

• Working With Reports
• Running Dynamic Reports in View Mode
• Quick Reference Rules & Tips for Building Reports
• Creating Dynamic Reports
• Report Edit Mode Layout

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System Architecture 1

• Amazon RDS

Funding Roundtable 2023 1

• Funding Roundtable 2023 - Speaker Bios

Product Showcase 1

• Product Feature Showcase Videos