Administration Section

How to create a field

How to edit a field

How to edit the field order

How to disable a field

How to add pages to forms

How to create a value list

How to edit a value list

How to merge value list items

How to edit locales

How to edit list columns

How to edit search fields

How to create an objective

How to create an outcome

How to create a qualification

How to create a condition

How to create a restriction

How to change the default 121 questionnaire

How to merge value list items

How to configure export columns

How to import contact records

How to import sessions and attendances

How to import questionnaire answers

How to create a correspondence template

How to manage the correspondence opt out list

How to create a user login

How to edit a user login

How to remove a user login

How to create a user group

How to edit a user group

How to add a user to a user group

How to configure data security

How to use the change log

How to configure contact anonymisation

How to configure alerts

How to merge duplicate records

How to use the SMS correspondence tool

How to download an account flatpack

How to use the External Forms Tool

How to use the Consent Tool