Recent Updates
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Updated on: Jan 17, 2023
(Advanced) Editing the default view of "Recent" on the Home Pages of objects
When you click on a tab - you always arrive in the "Recent" view on the homepage of an object. What fields appear in the recent view can be edited!
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Updated on: Jan 17, 2023
(Advanced) Editing the fields that appear when doing a 'lookup'
When you search for a field using the magnifying glass icon in a lookup field -- certain fields from that record appear.
You can edit which fields appear to make lookups more useful.
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Updated on: Jan 17, 2023
(Advanced) Editing the Hover List Layout
Hover views show up when you 'hover' over fields in layouts or in the sidebar.
They show a mini-view of fields in the related record.
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Updated on: Jan 17, 2023
Editing the Related Lists in Page Layouts
Related lists can be added, reordered or removed from the layout in the same way as you did with sections.
You can also edit which related lists appear in a layout, as well as which fields appear in the related list.
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Updated on: Jan 17, 2023
Working with Sections in the page layout
A page layout is made up of sections.
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Updated on: Jan 17, 2023
Building reports around the connection record using related lookup fields
A lot of the information you will want to get out of your data is about people who have volunteered. And that information will be found in the Connection Record.
You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the custom report type - you'll find the secondary objects aren't there! You COULD choose to build the report around the Contact object - but there's a better way.
You can get to fields you might not otherwise access, through the lookup fields that are in an object. And the Connections record is FILLED with lookups!
Let's say we wanted to get a report on all connections, that included the Volunteer Type, the Location name, and other fields from other objects.
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Changing Your password security settings
We ship HandsOn Connect to you with convenient password policies to make it easy for your users to deal with passwords. But Salesforce supports VERY strict password settings if desired.
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Updated on: Jan 17, 2023
Setting the Dashboard for the Home Tab
You can choose any dashboard you have access to as the one that appears on your HOME tab.
Only the top three components of the dashboard are visible on the Home Tab.
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Creating Dashboards
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Viewing Dashboards
Dashboards are accessed through the Dashboard Tab, and organized into folders.
When you click on the Dashboard Tab you will brought to the last dashboard you had viewed.
Manual Reports and Dashboards