Below are 30 or so short movies which quickly show you how to perform common tasks in Darwin (eg. add a record, attach a CV, perform a search, etc)
Your own system configuration might be slightly different, but the principles are the same... Enjoy!
| Learn Darwin... FAST! | |
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Below are 30 or so short movies which quickly show you how to perform common tasks in Darwin (eg. add a record, attach a CV, perform a search, etc) Your own system configuration might be slightly different, but the principles are the same... Enjoy! |
 Records |
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Creating Records |
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Browsing Records |
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Opening Records with Type-Ahead Lookup |
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Deleting Records |
| History |
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Viewing Data Changes |
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Viewing Message Copies |
| Notes |
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Adding Notes to a Record |
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Updating a Note |
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Deleting a Note |
| Documents |
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Attaching a Document (or any file) to a Record |
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Opening a Document Attachment |
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Deleting a Document Attachment |
| Schedule |
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Create an Appointment for a particular Record |
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Creating an Appointment in Another User's Diary |
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Deleting an Appointment |
| Diary |
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Creating an Appointment in your Personal Diary |
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Creating an Appointment in Another User's Diary |
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Deleting an Appointment |
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Viewing Multiple Diaries at the same time |
| ToDo |
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Adding and Removing Items from the ToDo panel |
| SMS |
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Sending an SMS to a Record Contact |
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Viewing Sent SMS Messages |
| Email |
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Reading Outlook Email from within Darwin |
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Sending Email from Records |
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Viewing Sent Emails |
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Automatically Process Incoming Email to Records |
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Setting up an Email Signature |
| Shortlists |
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Creating a Shortlist |
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Adding a Record to a Shortlist |
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Removing a Record from a Shortlist |
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Removing a Shortlist |
| Search |
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Performing a Simple Search |
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Refining Search Results with Filters |
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Tailoring Fields Returned in Search Results |
| Data Explorer |
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Generating lists of records and contacts |
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Previewing Records without Opening Them |
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Sorting and Grouping Data |
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Customising Fields |
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Exporting to Excel |
| MailMerge |
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Export Your Records to Word Documents using Templates and Form Data |
| MANAGEMENT TOOLS : | |
| Databases |
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Adding a Database |
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Editing a Database Name |
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Deleting a Database |
| Users |
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Adding a User |
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Editing a User's Details |
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Deleting a User |
| VisualForms |
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Creating a Simple Form |
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Working with Spacers |
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Adding Panels and Tabs |
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Using SmartTags |
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Copying Fields |
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Relating Forms Together |
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Creating Forms from Templates |
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Creating Records from Forms |
| Templates |
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Creating a Template |