I have seen many non-profits that get along with spreadsheets, emails, post-it notes and smoke signals, but at a certain point, it becomes unmanageable. At one of these non-profits, I remember the director commenting that if she wanted to know how many active volunteers they had, it would take 3 days to reconcile each staff…

The new tab menu allows agents to create new records in a workspace without having to first navigate to a list. I recently had a requirement to add an additional item to this menu which opens a new incident with the impact and urgency fields set to high. Here’s how I did it: 4. To…

Help Center is the new Embedded Help as of San Diego and allows you to add help content to workspaces. There is a page in the docs that explains how to add content but I struggled a bit to get this working. Here’s what I did: It’s basically a two step process: Create the Help…

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