Directory
The core of the Solomon System - your database containing all of your records, contacts and relationships.
By Simon and 1 other2 authors23 articles
- Using The In-Line Edit Tool
- Housekeeping - Checking for gaps in your data
- How to track updates and changes in your system with 'Audit'
- Setting a Layout using the Columns button.
- Using The Quick Create Button
- Using Advanced Directory Filters
- Using The Directory Records
- Creating a New Person
- Creating a New BID Member Business
- Making a Person Inactive
- Creating Sectors
- Creating Areas
- Defining Business Trading Status
- Tracking Business Risk
- Record Viewer
- History Tab
- Inactive Records: The Basics
- Moderating items 'For Review' as Admin
- Creating a Non-Levy Paying Business
- Finding Inactive Primarys and Voters
- Managing an occupancy change
- Businesses - Voting Members vs. Levy Payers
- Explaining Reach and Unique