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The Planning Edge
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The Planning Edge
Working with Grids
Generate Manual PDF
Fundamentals
Streamlining your Processes - Smart Forms > Seamless Processes > Smart Docs
Foundations - Introduction
Quantum Leap
Strategy
Goals
Other Resources
Focus
Lead
Initiate
Plan
Achieve
Resolve
Navigation
Searching
Working with Records
Intelligent Processing
Company Chat
Tagging
Master The Edge
Managing Edge Subscriptions
Configuration & Setup
Importing Data
Managing Users
Supporting Users
Managing Catalogues
Achievers
Planners
Leaders
Administrators
Core Features
4 Articles
Searching List
Refreshing Views
Exporting Data
Focus Mode
Changing Views and Pinning
1 Article
Changing and Pinning Views
Sorting and Filtering
4 Articles
Sorting
Filtering
Colour-coding Guide
Create a New View
Editing Records
2 Articles
Single Record Edits
Mass Edit - Multiple Records