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Tips & Tricks
Uploaded videos:

Adding a Connection Type

Advanced Sidebar Search

Creating a List View

Editing a List View

Enabling Spellcheck in Salesforce

Global Search

Granting Login Access

Inline Editing

Installing the Excel Connector

Mass Edit from a List View

Merging Accounts

Merging Contacts

Move a Contact to a New Employer

Reporting Basics

Resetting Passwords

Right Clicking

Schedule a Report to be Emailed

Sending a Notification After Creating an Interaction

Sidebar Search vs. Global Search

Submitting a Support Request

Using Hover Links

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Global Search

2 min.

Ben Hendershot outlines the benefits of using AIM's Global Search functionality.

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Broomfield, CO  80020

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