Courses

  • List Management & Site Settings

    This course reviews the properties associated with Lists, along with how to manage fields and entry forms.

  • List Management: About Choice Fields

    Choice fields present a dropdown list of available options when users are filling these fields out on entry forms. Learn how to set up and modify Choice Fields.

  • List Management: Inherit on New Setting (Reference Fields)

    Learn how and when to use the "Inherit on New" setting for reference fields.

  • List Management: About DealCloud Search & Lookup Fields

    Learn about how each List's settings impact the end-user experience when searching DealCloud.

  • List Management: Embedded Data Grids on Entry Forms

    Learn how to add an embedded data grid to an Entry Form to track and visualize related entries such as Other Company Affiliations.