Recent Updates
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Updated on: Mar 22, 2022
Formatting Guide
Manual Help & Training -
Updated on: Mar 21, 2022
Filtering by relative or custom dates
<p>The standard filters in the report builder won't always let you filter the report for the time frame you want. You can remove the standard filter time frame and replace it with a custom filter.</p>Manual Reports -
Updated on: Mar 16, 2022
Setting up your logistics email template to send via Cirrus
<p><span style="color: #888888;"><span>This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.</span></span></p>Manual Managing Seminars -
Updated on: Mar 16, 2022
Setting up your logistics email template to send via Salesforce
<p><span style="color: #888888;"><span>This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.</span></span></p>Manual Managing Seminars -
Updated on: Mar 16, 2022
Add Seminar Participants
Manual Managing Seminars -
Updated on: Mar 15, 2022
Create a Seminar record
Manual Managing Seminars -
Updated on: Mar 14, 2022
Report formatting
Manual Reports -
Updated on: Mar 14, 2022
How to create a new report
<p>The report builder is a drag-and-drop tool that allows one to customize existing reports or create new ones from scratch.</p>Manual Reports -
Updated on: Mar 14, 2022
How to edit and run an existing report
Manual Reports -
Updated on: Mar 08, 2022
How the Nomination Form works
Manual Managing Nominations