Tools

 

Tools are a separate application that is fully integrated with the Platform. They're designed to save users time—whether they're keeping data clean, preparing data for communications or reports, or speeding up data entry. Each Tool is designed to appear on specific pages, and a Security Role is required to access the tools. See Configuring Tools for more information. 

Basics

  • Changes made by Tools are audit logged on the related records as API User (on behalf of [Username]).
  • For those who like to be mouse free for data entry, Tools to leverage tabbing for navigation within each tool once it is launched. When tabbing through the fields in any Tool you can either:
    • Use the arrow keys to select from a drop down > Press Enter to make a selection.
    • Use the arrow keys to select from a drop down > Press Tab to make selection and move the cursor to the next field at the same time
  • Tapping the information icon at the top of the tool (it's the little "i" with a circle around it) will provide helpful information about the tool and it's function.