Summary
This document explains the intended usage of each section in the application along with any notable workflow conditions. Specific fields have detailed descriptions where it has been deemed necessary (their use, criteria and/or context are not obvious).
Please see the Using Inviscid TotalABA document for instructions on how to navigate around the application along with some additional related tips & tricks.
Most sections have a couple of standard sub-sections that are part of the record. These include:
System Information – Displays a record ID, the creation date/user and the last modified date/user.
History – Displays a modification history for the record that includes the date changed, the user that made the change and the field data that was updated.
As always, please contact us with any questions/concerns you may have. We can be reached at [email protected].