Vsimple Knowledge Base

Edit user's permissions

Delete a user

Add a User

Defining Permissions

Tenant Admin- Manage all the users in your company in one place

Organize resources by topic

Update frequently used files/ resources?

Add files to folders

Add files to the Resources section

Filter, arrange, and hide variables in tables

Filter by field levels

Save frequently used filters (Views)

Filter Records by Status and Field level

Utilize universal search

Edit notification preferences

Adjust desktop notifications in Edge browser

Adjust desktop notifications in Safari browser

Mark all notifications as “Read”

Mark notifications as “Unread”

Change or Update Avatar

Reset password/ Can't log into account

Switch between workflows

Message posting in a record

Posting email correspondence into a record

Upload files into a record

Edit an existing file within a record

Delete an existing file in a record

Change Record Type

Change the name of a Record

Make edits to a Record

Delete a Record

Integrations Overview

Vsimple AI Parser

Callrail

Dynamics 365 Sales

Dynamics 365 Custom Apps

Import Basic Facts

Child Table Imports

Child Table Update

Child Table Upsert

Update Records