Plan Tips and Tricks:

Selection Fields

Selection Fields

Thursday, August 15, 2018 at 11 AM PST

Plan: Tips & Tricks Series

PLAN users have the ability to add an additional level of detail customized for their specific project/organization by utilizing the Selections fields.

This training will cover:

  • What selection fields are available
  • How to create selections in the Admin Tab
  • Setting the Selections “Scope”