Create a Record Copy a Record Edit a Record Transfer Record to a Task Delete Records Copy Records and Tasks to Another Farm

Creating Tags Creating Tag Categories Editing Tags Deleting Tags Match All Tags vs Match Any Tag Public vs Restricted Tags

Create a Task Edit a Task Copy a Task Transfer Task to a Record Delete a Task Complete Tasks

Export Map Map Layers Map Editor

User Settings Notifications Account Settings Farm Settings

Chat Full Walkthrough Getting Started 1. Chat Permissions 2. Create New Chats 3. Basic Chat Functions 4. Attaching Records and Tasks to Chat. How to Create Records and Tasks from Chat. 5. How to Edit, Leave, Archive and Unarchive Chats