Britt Duenyas
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Articles
Recent activity by Britt Duenyas-
Form Builder Overview
Contents Overview Field Types Existing Fields Copying Fields Validation Options Form Settings General Form Settings Folder Settings Rearranging and Deleting Forms Overview The form builde...
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Forms
In Zengine, a form can be created to collect data for a specific purpose. For instance, you might have a customer form that holds customer data, a project form that holds project data, a leads fo...
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Document Templates Plugin
Table of Contents Overview Plugin Features Common Uses How to install How to use Document Templating Basic Setup Generating a Document Advanced Options Limitations Document Templates Overvi...
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Inviting Workspace Members
Share a workspace to allow other members of your team to view and edit data, and to collaborate with them within the workspace. In this article: Sending a workspace invitation Troubleshooting Err...
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Progress Reporting
Contents Overview Preconfigurations Setup Portal Experience Important Tips Limits Overview Whether you have a one-time post-award report or need to collect the same information monthly, quart...
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Deleting a Record
Contents Overview Deleting a Record Detach Related Records Using Bulk Actions to Delete Records Overview If you would like to delete a record, you must first view that record from the Data View. ...
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What are Parent and Child Records?
This article is outdated and has been replaced with a better explanation of parent and child records in the article Linking Forms (Form Relationships). The information below is accurate, but pleas...
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Data View Overview
In this article: Overview Useful Links Overview Most workspaces within Zengine are used to manage not only tasks and activities but also data. The data tab is where you are able to enter and vi...
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Filtering
In this article Overview Access the Filter Panel Setup Working with Groups Filter Panel Overview The Filter Panel allows you to create filters in your workspace to create a data view showing ...
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Transferring Ownership
In this article: Overview How to Transfer Ownership Overview The workspace Owner role allows the Zengine user who holds that role to perform any task related to configuring or managing a worksp...