Note: We’ve been working around the clock to bring you a new PPO experience. With that said, there'll never be enough hours in the day to keep everything 100% current. Updating impacted articles and screenshots will take some time but we'd hate to keep you in the dark & encourage you to follow the changes here.
How can I link to specific list pages from the Life Cycle?
PPO allows for links to be created on the Life Cycle that will take the user to a filtered list page. This allows the users to be taken from the Life Cycle to a list page showing (for example) only RED risks, only template documents or leads in a ...
Where can I download a screen capture tool to use when building Life Cycles?
In order to create Life Cycles, a good screen capture tool will be required. We recommend using any of the following screen capture tools: FastStone Capture (http://www.faststone.org) Quick screen capture (http://www.etrusoft.com) Ink Space (...