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Tools

Tools

This is the "Tools" drop down box. This menu is accessible from all four tabs, but the choices in this menu are a little more complex than the other menu bar choices, and will be covered in the following sections: Sharing, Grid Settings, Preferences, User Defined Fields, Ghost Records, and Sign-In Setup

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Please note that you may or may not have all of the options listed. If you are not the Administrator of the account, you will not have access to "Administrative Options." The choices in this box were set up with your organization's needs in mind. If you have concerns, or would like to have other options available, please contact our Client Services.

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