Recent Articles
The Messages Card
The Messages card acts as the central hub for communication from your administration team. It ensures that critical updates, instructions, and resources are always visible right next to your active workspace. Message Hierarchy and Content To keep you ...
Generating Reports from the Home Page
The Reports menu allows you to generate pre-designed documents using the records currently filtered on your Home Page. Clicking the icon reveals a list of available reports; if the button is disabled, no reports are currently assigned to the form you ...
Using the Import Button
The Import button in the Tool Bar provides a specialized shortcut to the Import Module. Please note that this is an administrative feature; if your user role does not have the required permissions, this icon will not be visible in your Tool Bar. ...
Exporting Your Records
Once you have filtered your list and organized your columns, you can export that information into a file for use outside of Clevr. The Export tool allows you to take exactly what you see on your Home Page and save it to your computer. How to Export ...
Accessing Grid View from the Home Page
While your Home Page is perfect for finding and viewing records, Grid View is a separate tool that takes your current list of people and displays them in a spreadsheet-style format for easier viewing and editing. Opening Grid View To access this ...