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1. Getting Started with Toolbox
A collection of short (one-page) articles for anyone using Toolbox for the first time or requiring a refresher of basic Toolbox featues,
Videos
Basic Organizer’s Toolbox Overview
(30 minutes)
Filter Basics
(10 minutes)
Add and Remove Job
(13 minutes)
Data Entry
(30 minutes)
Multiple Jobs Overview
(14 minutes)
Articles
Person Module - Overview- Adding a person record to a project
- Finding a Record in Person Module
- Adding and Removing Jobs
- Understanding Filters in Organizer’s Toolbox
- Change and Clear Filter
- How to use the Filter to find groups of Person Records
- How to filter for Job Status
- How to find people by address or other fields
- How to Save an Extract File or PDF to Your Computer
- How to Sort by Jobs Information
- Deleting Person Records
- In/Out of Project Jobs
- Moving People Out of Unit
- Relationships Tab
- Using Lists in Organizer’s Toolbox
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