Video Tutorials
Videos that new users should watch. The best videos for new users are at the top and more in depth videos further down. All articles include a video link.
Here is the tutorial on Customised Card Display https://player.vimeo.com/external/609888255.hd.mp4?s=fc2f53106b4f17d0d5a1b25b953b49719607daf5&profile_i...
Fri, 2 Dec, 2022 at 1:34 PM
This is the Record relationships video tutorial: https://player.vimeo.com/external/418371983.hd.mp4?s=97e03264b5b43afb2e5b8c0ebf88ff677851f555&prof...
Fri, 2 Dec, 2022 at 1:34 PM
I have a 'rough' video explaining this. The video actually shows how to use templates, but it also includes first name personalisation. https://pl...
Fri, 2 Dec, 2022 at 1:35 PM
These are the Forms tutorials: Using Forms https://player.vimeo.com/external/418371887.hd.mp4?s=cb770210271c4ae34cd085550f151aaf808d1791&profile_id=175...
Fri, 2 Dec, 2022 at 1:35 PM
These are the Compliance tutorials: Compliance for Users https://player.vimeo.com/external/418370374.hd.mp4?s=1d31e700e9d0b5664687ef60feb3770c228deb57&...
Fri, 2 Dec, 2022 at 1:41 PM
This is the Custom Word reports overview https://player.vimeo.com/external/418503511.hd.mp4?s=1f5cd6c336aa80bd2070f734fc5251dc225d02f9&profile_id=175 ...
Fri, 2 Dec, 2022 at 1:42 PM
This is the PDF Report Builder video tutorial: https://player.vimeo.com/progressive_redirect/playback/686332193/rendition/1080p?loc=external&signature=...
Fri, 9 Aug, 2024 at 10:34 AM
This is the Custom Excel reports tutorial: https://player.vimeo.com/external/418371865.hd.mp4?s=fa3f48c162e253df3eac44f08d9ae306271badd8&profile_id=175
Fri, 3 Dec, 2021 at 7:50 PM
This is the Permissions tutorial: https://player.vimeo.com/external/418371946.hd.mp4?s=a38c154b464173a78636cac9b57abb827c2bc710&profile_id=169
Fri, 2 Dec, 2022 at 1:42 PM
This is the Zapier tutorial: https://player.vimeo.com/external/418371927.hd.mp4?s=317d29616af11eee683a01d822df61dc34f7204c&profile_id=175
Fri, 2 Dec, 2022 at 1:42 PM