Popular Articles
How to Use the Group Booking Feature
Group Booking You can now use the enhanced 'Group Booking' feature to enter the room block for your quotes by room type, rate type and occupancy type. It is a good visual method of adding and adjusting your room blocks. Date: September 12, 2022 To ...
How to Build a Report
Objectives Gather the information needed to build a report Create a new report using the Report Builder Report Requirements When you create a report, the criteria you enter is essentially a question you are asking, and the results returned are the ...
How to Build a Dashboard
Objectives Get familiar with dashboard feature and terminology Create a dashboard with the Dashboard Builder What is a Dashboard? Reports make it easy to access and visualise data to make it insightful and actionable. Dashboard take it one step ...
How to Personalise the Tabs on your Home Page (Navigation Bar)
Learning Objectives Learn how to add tabs on your Home Page without making changes for other users Remove some of the tabs on your Home Page Change the sequence of the tabs on your Home Page Editing the Tabs (Navigation Bar) on your Home Page Every ...
Navigation and Tabs in Salesforce
Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above. Looking for some ...