Databases & Surveys

Databases - Getting Started

• About Databases
• About Single Databases
• About Staged Databases
• Adding a Database
• Database Views
• Database Search

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Databases - Importing / Exporting

• Importing Database Records From Excel
• Importing Bulk Records - Updating Your Records
• Troubleshooting Importing Database Records
• Download PDF Option on Database Records
• Exporting Database Records To Excel

Databases - Advanced Help

• Groups Lookup Field
• User Lookup Fields
• Lookup Fields
• Resources Lookup Field (Resources Integration with Databases)
• Enabling Secondary fields for display
• How to Edit or Delete a Database Form Template

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Internal Surveys

• How to Create a Survey
• How to Invite People to your Survey
• How to See the Progress of a Survey
• Automatic Scoring of Survey Responses
• Adding Basic Formatting to Field Names, Help Copy and Note Fields
• How to Export Survey Data

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