User's Guide

Dashboard

• Dashboard
• Chatter
• Birthdays and Anniversaries

Main Settings

• Number Formatting
• Language Change
• Picklists
• Numeric Series
• Notification Settings
• Edit the Header and Footer

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Security

• User Roles
• Record Visibility
• Security Levels
• User Permissions
• Visibility Tree and Security Profiles
• Visibility Tree

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Special Features

• Discussion in New Details
• Note
• RAYNET AI
• Custom Templates: Advanced Settings
• Saved Filters
• Renaming Category and Classification

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Documents

• Documents
• File Action Overview
• Folder Action Overview

Mass Changes

• Mass Edit
• Mass Ownership Change
• Mass Account and Contact Import
• Mass Lead Import
• Mass Product Import and Update