Knowledge Base
FAQ
What’s New?
New Releases
Coming Soon!
Service Status
Contact
Forum
Login
Knowledge Base
Action! Getting Started
(16)
Add a new Contact
Admin: Configure Your eWindows
Calendar Appointments/Events
Address Book
(21)
Client Classifications
Custom Client Lists
Duplicate Prevention
Admin Panel
(13)
Client Classifications
Add a New User
User Roles
Attendance & Awards
(8)
Print Nametags
Participant Awards
Short Term Makeups
Calendar
(3)
Calendar Appointments/Events
My Day Calendar
Calendar Agenda
Campaigns and Marketing
(2)
Campaign Types
Constant Contact Integration
Company Front Page
(8)
Good News
Company Calendar
Our Mission widget
Core Concepts
(4)
Dashboard Overview
The “New” Menu
Overview: The Contact Profile
Email
(4)
Email Templates
Email Signature
Email Logger
eWindows
(6)
Introduction: Creating Clients for LIFE using Engagement eWindows
eWindow: Shared Dashboard for Organizations
Share Program-Related Files
Google Apps
(5)
Setting up Email, Calendar, etc. on my Mobile Device
Google+ Login
Turn ON 2-Step Verification (Google)
HR Dashboard
(1)
Manage Staff Skills & Qualifications
Integration
(1)
Pro Zoom Meeting Integration
Basic Zoom Meeting
Magento Integration
Meeting Dashboard
(5)
Basic Zoom Meeting
Archived Meetings
Join a Meeting
Microsoft
(1)
Microsoft Business Account Integration
MY Dashboard
(5)
Custom My Dashboard Widgets (HTML)
My Day Calendar
Real-Time News Feeds (RSS)
Participant Registrations
(11)
Import Participants
Transfer Participant
Participant Registrations (Enrollments)
Productivity
(7)
The “New” Menu
Communication Log
Managing To Do’s (Tasks)
Programs
(14)
Waitlist Participants
Coaching Assistants
Print Nametags
Resource Library
(4)
System Libraries and Folders
Contact Resource Libraries
Manage Files/Folders
Sales & CRM
(4)
Admin: Manage Your Sales Process
Sales Process Activity Report
Communication Reports
Security
(2)
Turn ON 2-Step Verification (Google)
Add, Change or Remove Yubikey
Trainers
(1)
Setup eWindow Shortcut on Mobile Device
Virtual University & HR
(6)
Manage Staff Skills & Qualifications
Create a Course
Manage Staff Awards & Certifications