Core Setup
- Enable the Auto Add/Remove License Feature
- Using Contacts as Households
- Adding, Removing and Renaming Tabs
- Receive email reminders for overdue tasks - not only pop-ups
- Deactivating Users / Recycle Bin / Transferring Records
- How to change your Administrator Access
- Changing email address of existing user
- Managing Time Zones, Language and Currency
- Permissions Overview
- Record Type Explanation and Help
- Multi level hierarchy for Properties
- Changing Date / Time Formats
- User Security Profiles (Classic)
- Users, Roles and Profiles