General functionality
Learn about the common functions used throughout Inform, such as attachments, audits, and contacts.
- Glossary of Inform Fields and Terms
- Troubleshooting DDI Emails
- Troubleshooting Signature pad issues
- Adjusting line item prices
- Set up your Inform dashboard
- Replace the DDI Dashboard logo with your company logo
- Customize your toolbar
- Dock or undock your windows
- Use the Inform Calendar and Tasks
- View and create activities
- Use your Inform Mail
- Manage contacts
- Email contacts
- Automated system mail notifications
- Work with attachments
- Work with eDocs
- Add a miscellaneous charge
- Add notes
- Selecting data
- Update data in bulk using mass change
- Get an audit history of changes made
- About reindexing
- Understand Inform license usage