Common functionality

Familiarize yourself with the basic concepts and user interface elements.

Topic Details
Search

Use the system's powerful search options.
Grids and views

Learn about the various grid actions.
Filters

Learn about the different filters that can be applied to grids.
Favorites

Save and share customized views and filters as favorites.
Forms and templates

Customize your forms and create templates for reuse.
Collaborate

Learn how to collaborate with other users.
User preferences

Set your preferred language and other preferences.