The Planning Edge

Common Features

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What is a Common Feature?

It is a feature or function that is common to many aspects of the Edge Platform. For example a Grid is a commonly used feature used to process anything from activities to opportunities to cases etc.

How are these grouped?

These are grouped into:

  1.  Navigation and Searching
  2.  Notes and Activities
  3.  Working with Records
  4.  Working with Grids
  5.  Profile Menu
  6.  Master The Edge

Screen Capture of Common Features

Example of one eg Navigation and Searching

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