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Tools

Tools are designed to save you time – whether they're helping you keep your data clean, preparing data for communications or reports, or speeding up data entry. Each tool displays on specific pages, and a security role is required to access them. See Configuring Tools for more information on that.

  • Changes made by tools are recorded in the Audit Log on the related records as API User (on behalf of [Username]).
  • For those who like to be mouse free for data entry, Tools to leverage tabbing for navigation within each tool once it is launched. When tabbing through the fields in any tool you can either:
    • Use the arrow keys to select from a drop-down list, then press Enter to make a selection.
    • Use the arrow keys to select from a drop-down list, then press Tab to make selection and move the cursor to the next field at the same time.
  • Click the information icon at the top of the tool window for helpful information about the tool and its function.