Quick Tips

Get more done faster
Use Shift + click to select more than one record at a time. Select an item to start, hold shift, then click the end of your selection.

Quickly filter unwanted data
Click on any label in your dashboard graphs to remove the value from the data shown.

Enable Group-based Classification
Go to the Settings > Classification, then click on details for activity to create a group-based classification.

Fine tune your Auto-classification settings
Our auto-classification engine is running, but you can adjust the settings to your needs by going to the classification page and reviewing auto-classified items.
Please browse the information and resources below. If you can't find the answer you're looking for, we have an amazing support team ready to assist M-F 7am - 7pm CST.
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