Configuration

Creating surveys

• Creating surveys

Configuring roles

• Creating and editing roles
• Granting role permissions
• Assigning roles
• Assigning a single role to multiple users
• Assigning saved searches to roles
• Configuring navigation preferences

Configuring global settings

• Adding global settings
• Global system settings
• Global password security settings
• Global email settings
• Global security settings
• Global attachment settings

Creating searches

• Creating searches

Configuring objects

• Reviewing objects, custom objects, and workflows
• Adding custom visibility rules

Credentials and API tokens

• Managing Oomnitza API tokens

• Adding credentials to the Oomnitza vault

Configuring the data model

• Adding regular fields to records
• Using object information to add fields to records

• Using the data model view
• Adding and editing system object and custom object fields

Configuring instance and object preferences

• Configuring the look and feel of your Oomnitza instance
• Configuring the object views of records
• Configuring list view preferences
• Linking records to external websites
• Using conditional formatting to identify key information
• Tutorial: Using relational fields to show or hide fields

Importing and exporting records

• Import manager
• Importing records
• Exporting records
• Export record limit exceeded

Data retention

• Retention periods for data

Vendor logins

• Using the Vendor Logins page