Manage my data

First Steps

• Definitions of the terms objects and items in the Data application
• Create a customized database

Settings

• Overview of object workflows
• Send a manual communication to an element
• Configure automatic communications for objects
• Configuration of “object” type fields to export links between objects
• How to add a person as a copy of an automated communication?

Object management

• Allow members to modify an object
• Allow members to duplicate an object
• Create a contact form with data
• Delete an item in the Data application
• Add prices to your objects

Reports

• Allow members to export the elements of an object
• Export your data to a custom file