All Collections
Directory
The core of the Solomon System - your database containing all of your records, contacts and relationships.
Housekeeping - Checking for gaps in your data
Using The In-Line Edit Tool
How to track updates and changes in your system with 'Audit'
Selecting views using Layouts and Columns
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