Configuration

Normalization rules

• Data normalization overview
• Creating a normalization
• Creating normalization rules
• Applying normalization rules
• Normalization rule fields
• Sample Jinja and regex rules

Configuring roles

• Refining access to data and roles

• Creating and editing roles
• Granting role permissions
• Disabling bulk edit permissions
• Assigning roles
• Assigning a single role to multiple users
• Assigning saved searches to roles

Configuring instance and object preferences

• 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
• Adding images to the gallery

Configuring objects

• Reviewing objects
• Configuring objects for enhanced data views
• Object values used in field filters

Archiving and deleting records

• Archiving and deleting records: Overview
• Archiving records
• Deleting records
• Checklist for resolving record dependencies

Configuring tab view settings for roles

• Configuring tab view settings for roles: overview
• Adding and configuring custom tab pages
• Tutorial: Creating a custom tabbed page to view related objects
• Adding custom visibility rules
• Copying role tab settings
• Configuration options for system and custom tab settings

Creating surveys

• Creating surveys
• Adding fields to surveys
• Adding regular fields to surveys
• Adding object fields to surveys
• Survey fields
• Adding dropdown lists to surveys

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
• Quick searches
• Creating advanced searches
• Deleting searches

Bulk editing records

• Granting bulk edit permissions
• Bulk editing records

Credentials and API tokens

• Managing Oomnitza API tokens

• Adding credentials to the Oomnitza vault

Configuring data model fields

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

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