Recent Updates
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(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. -
(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. -
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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Working with Sections in the page layout
A page layout is made up of sections.
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Building reports around the connection record using related lookup fields
<p>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.</p> <p>You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the... -
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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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.
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Creating Dashboards
Updated on: Jan 17, 2023
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Viewing Dashboards
Updated on: Jan 17, 2023
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.
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Dashboard Overview
Updated on: Jan 17, 2023
<p>Dashboards provide a quick, graphical view of statistical information from a number of different reports. It allows you to quickly see relevant and related information 'at a glance' -- which can be much more convenient that running and reviewing multiple reports.</p> <p>The place you're most...