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Configure
- 01 How to Log into OnTarget
- 02 Global List Configuration
- 03 List Configuration: How to Setup Employee Menus
- 04 List Configuration: How to Setup Client Menus
- 05 Adding Basic Employee Info
- 06 How to Add User Accounts
- 07 How to Create a Basic Client Record
- 08 Document Management System
- 09 Creating an Override Role
- 10 How to Configure Note Rules
- 11 How to Create a Note Template
- 12 How to Add Custom Labels
- 13 How to Add Notes Custom Fields
- 14 How to Configure Note Keys
- 15 Note Configuration: How to Assign Keys