ClientTrack Portal Training Documentation

Published February 1st, 2024 by gwixom

What is the Portal? The Portal allows users to open up specific form(s) outside of the main application of ClientTrack. This will allow people to create, edit, and/or view records that will be able to be seen within the application. This can be done as a registered, unregistered, and/or ClientTrack user. At the time of this writing, there is no base

Designer Rights Training Checklist

Published November 21st, 2023 by gwixom

This list encompasses what is expected to be completed during the Designer Rights Training. Please review each section and ensure the items listed are completed.   Session 1 - ClientTrack Tool Fundamentals Create a workgroup and organization with your name on it. This is where we will check to see if the things that have been done have actually been