Introduction to AdvoLogix
12 Articles
AdvoLogix Lightning Experience⚡
8 Articles
Accounts
9 Articles
- Introduction to Accounts
- Viewing Accounts List View
- How do I create an Account?
- How do I update an Account?
- How do I merge duplicate Accounts?
- How do I change the owner of an Account?
- Viewing Accounts Related List
- How do I add a custom field to the Account object?
- How do I create a participant from an account?
Chatter
11 Articles
- Introduction to Chatter
- Chatter Terminology
- How do I use Chatter from the Home Page?
- Viewing Chatter for a Record (Matter)
- Viewing the Chatter Application Tabs
- How do I use the Chatter tab?
- How do I use the Profile tab?
- How do I use the People tab?
- How do I use the Groups tab?
- How do I use the Files tab?
7 Articles
Files
2 Articles