Table of Contents
Digital-Clay Training
An introduction to Digital-Clay containing an overview of basic Digital-Clay features and a series of training videos.
Other training options include:
- A knowledge base of Advanced Topics for Digital-Clay developers and administrators.
- Community help & support with Digital-Clay representatives at the forums
1. Tables and Fields
Custom Tables, Custom Fields and Field Properties.
2. Roles and Workgroups
Adding Workgroups, adding User Roles, changing Permissions and adding Users.
3. Profile Management
Custom Layouts (custom tabs, custom list tab), Custom Toolbars (menus, dashboard from list, graphs, org charts), User Profile Management.
4. Data Entry
Taking a look at the end-user toolbar and some components (data entry, chart, list, dashboard).
5. ClayIntegrator: Importing Data
Import Excel data with the ClayIntegrator.
6. Custom Functions
7. Custom Links
8. The Power of Custom Links
9. Right & Left Joins
Building Custom Links With Right & Left Joins.
10. Document Templates
Building and using a Document Template.
11. Mail Merge
Generating a Mail Merged Template and sending to recipients via e-mail.
12. Automation: Auto-Fill
Automating Drop-Down Auto-Fill using rules and dynamic filters.
13. Automation: Validation Rule
14. Automation: Inactivating Records
Automating inactivation of subscriptions.
15. Automation: Scheduled Reports
Use Automation to schedule reports and send them to executives.