How can I delete Duplicate contacts in the system
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How to inactivate an existing user
1. Go to the Users module and edit the User you want to make inactive 2. Make Status = Inactive. This record will move to Inactive records under System Administration 3. Once a User is inactivated, he cannot log in to the system
I am unable to add a User because it says the user is existing in the system
1. This happens if the User is already existing in the system. 2. Before creating a new User, always search for the User in the Users module. 3. Check in the deleted records and inactivated records 4. If a User has been inactivated, then restore the record and make Status = Active
How can I change the placement of the field in the edit / printable page
1. Goto Settings -> Advanced Configuration -> Layouts 2. Select the module -> Select the Layout Type - User Interface for Edit Page or Email for Print Format 3. You can enable/disable the field to be shown in the module. You can modify the section names and section orders 4. You can change the row [...]
How can I make a field Mandatory or Non-mandatory
1. Goto Settings -> Advanced Configuration -> Fields -> Select the module 2. Click on the field you want to make mandatory / non-mandatory 3. Once the screen opens up you can modify the Mandatory value to TRUE (if you want field to be mandatory) or FALSE (if you want field to be Non-Mandatory)
How can I modify a picklist
1. Go to Settings -> Advanced Configuration -> Fields 2. Select Module name -> The existing fields in the module are shown 3. Scroll down and select the picklist field you want to change, click on the field name. The field details screen will open 4. Click on 'Edit Pick List' . You can add [...]
How can I add a new field to the System
1. Go to Settings -> Advanced Configuration -> Fields 2. Select Module name -> The existing fields in the module are shown 3. Scroll down to the end of the fields and click on the '+' icon 4. You can add the custom Field Name in the Display, select the field type in HTML Widget, [...]
How to see the revision history of a record
1. The revision history of the records is available under Audit Trail. In each module, if you go to the system view, under Actions see the icon similar to a book. The history of the record is given here. 2. You can also edit a record and go to the bottom of the record where [...]
How to Revoke permissions for NEHANET App in Office 365?
Starting with Release R14 of NEHANET, you can use Microsoft Active Directory to sign on to NEHANET. If during the initial setup, you already granted permission to NEHANET App to view the Office 365 User Profile, and would like to revoke it, please follow the steps below: Step 1: Sign in to the Microsoft application [...]
How to Register NEHANET with the Azure Active Directory v2.0 endpoint
Starting with Release R14 of NEHANET, you can use Microsoft Active Directory to sign on to NEHANET. To achieve that, you need to register the NEHANET Application with your Microsoft Office Account. Please follow the steps below. Step 1: Sign in to the Microsoft application registration portal Navigate to the Microsoft app registration portal at [...]