How Do You Use the Help File in CRM 4.0?

How Do You Use the Help File in CRM 4.0?

Published

As part of the CRM 4.0 release, we made significant enhancements to our Help offering. We designed a tabbed panel to bring online Help topics directly into the program. With the new Help Panel, you can quickly access new feature content, up-to-date Help topics from service pack new features and additional content improvements, and feature videos.

The online Help Panel is set as the default help type. However, to continue using customized Help topics for your organization, your system administrator has the option to revert back to the Help topics installed with the program (which keeps Help customizations).

We’re exploring options to allow you to customize the online Help Panel, but we need your feedback.

Please take this QUICK POLL by Oct. 31st and tell us how you use Help!
*Poll works best in Chrome or Firefox*

News Blackbaud CRM™ and Blackbaud Internet Solutions™ Blog 09/29/2015 1:37pm EDT

Added by Ellyn Hassell

2 Comments

Ellyn Hassell Oct '15

Thanks so much for your feedback Trisha! We'd definitely appreciate specific examples. I'll follow up with you via email.

Trisha Killian Oct '15

I use it when I cannot find certain things out on my own. However, there are lots of gaps in the information. There are things that are referenced or talked about, but they are either vague or you are unable to find out the rest of the information. I can provide some examples if necessary.