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Managing Web Portal Dashboards Key Takeaways

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Managing Web Portal Dashboards Key Takeaways

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How to Create a Calendar Widget

How to Create a Detail Grid Widget

How to Create an Image Widget

How to Create a Quick View Report

Add a Help Description to Charts

End User Drill Down Functionality

How to Group Dashboards

How to Group Dashboards

Managing Web Portal Dashboards Key Takeaways

Managing Portal Dashboards: Review Exercise

Managing Portal Dashboards: Reflection Exercise

Managing Portal Dashboards: Quiz

List Management - Image Fields

How to Create an Image Field and Add it to the Entry Form

Add an Image Widget to a Portal Entry Details Page

Conditional Detail Pages based on Image Field Entry Groups

Adding Image Fields to Word Template Reports

Create a Mobile Entry Details Page

Adding Images from Intapp CRM Mobile

Quick Reference Card: Mobile Settings for Note Logging

Quick Reference Card: Intapp BCC Email Tagging

Image Fields and Mobile: Review Exercise

Image Fields and Mobile: Quiz

View Builder Basics and Related Permissions

Example: All Notes and Emails Using a Dynamic Date Range Filter

Example: Basic View with One Primary List

Example: View with Primary and Secondary List

View Builder Advanced Settings (Flatten Results)

View Builder Advanced Settings (Advanced Filters)

View Builder Additional Advanced Options

Add Filters Using Another View

Quick Reference Card: Advanced Settings View Builder

« ‹ › » page 3 / 5

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