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.
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2. Roles and Workgroups
Adding Workgroups, adding User Roles, changing Permissions and adding Users.
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3. Profile Management
Custom Layouts (custom tabs, custom list tab), Custom Toolbars (menus, dashboard from list, graphs, org charts), User Profile Management.
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4. Data Entry
Taking a look at the end-user toolbar and some components (data entry, chart, list, dashboard).
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5. ClayIntegrator: Importing Data
Import Excel data with the ClayIntegrator.
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6. Custom Functions
7. Custom Links
8. The Power of Custom Links
9. Right & Left Joins
Building Custom Links With Right & Left Joins.
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10. Document Templates
Building and using a Document Template.
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11. Mail Merge
Generating a Mail Merged Template and sending to recipients via e-mail.
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12. Automation: Auto-Fill
Automating Drop-Down Auto-Fill using rules and dynamic filters.
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13. Automation: Validation Rule
14. Automation: Inactivating Records
Automating inactivation of subscriptions.
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15. Automation: Scheduled Reports
Use Automation to schedule reports and send them to executives.
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