System Administrator Tasks
66 articles
- Verify Your Email Sending Domain in Rethink or Apto
- Mass Edit Records (Inline Editing)
- Mass Delete Records
- Matching Rules and Duplicate Rules
- View Setup Audit Trail
- 2-Minute Tip: How to Run a Google Search on a Contact via a Custom Link
- Storage Usage
- Optimizer Report
- Troubleshoot Performance Issues in Rethink
- Object Manager 101
- Global Actions Menu
- How to Upgrade to the New Rethink/Apto Design Theme
- Identifying How Many Records an Object Has
- Rethink User License Management
- How to Reset a User's Password
- Creating New Users in Rethink
- Deactivating Users in Rethink
- Mass Transfer Records to Another User
- How to Reset a User's MFA Connection
- How to Swap System Administrators
- How to Swap System Administrators (When Unable to Login or Reset Password)
- Creating Sharing Rules
- Monitor Report Exports & User Activities
- How many licenses do I currently have?
- Need More Licenses?
- Setting Up Passkeys for Login Verification
- How to Add Tabs to Page Layouts
- Updating Page Layouts
- Creating a new Page Layout
- Adjusting Field Location on Page Layout
- Customizing the Home Page
- Creating and Editing List Views
- Creating Custom Fields
- Activities View
- Creating Custom Activity Fields
- Field History Tracking
- Renaming Tabs and Labels
- Updating Contact Group Values in Rethink
- Intro to Formula Fields
- How to Update Your Logo on Invoices in Rethink
- Adding and Editing Related Lists on Page Layouts
- Customizing Home Page for Different Profile Types
- How to Add Action Plan Functionality to the List Object
- Deal Stage Tracker Setup & Overview
- Creating Field Dependencies - Market & Sub Market
- Customizing Information in Kanban Tiles
- How to Customize the Highlights Panel
- Customizing Fields in List Widget
- Field Accessibility and Permissions
- Creating a Default Navigation Bar
- Adding Report Charts to Your Home Page
- Related List Enhancements from Lightning Record Page
- Customizing Hover Details
- Updating Picklist Values
- How to Make Fields Required
- Dynamic Forms
- Creating Lightning Record Pages
- Dynamic Actions
- Creating Custom Fields: Field Types Explained
- Creating Validation Rules
- Creating New Record Types
- Suggested On-Market Property Matching
- Editing Fields on Related Record Card
- Creating Compact Layouts