How To - SharePortals

This section of the manual explains how to perform everyday tasks in SharePortals, and is intended as a reference guide for administrators and users of the application.

Create a New Record
Add a New Task
Update a Task
Delete a Task
Add a New Note
Delete a Note
Log a Call
Send Email
Import Email
Related Items
View Records in SharePoint

4.3.2. Using Power BI Reports

4.4.1. Create a New Record

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4.4. How To

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