Getting Started

• Generic Ribbon Area Layout

• Keyboard Short Cuts

• Toolbar Buttons, Calendar Icons and Calendar Colors

Using the Program

• Find / Filter 

  • Generic Find Area (People and Organizations)
    • Manage Items Menu
    • Find Area Filter Box
    • Advanced Filter
    • Selected Result Section
    • See information for more than one person
  • Generic Schedule Filter Area

• How to Add, Change or Remove Data

  • Add, Edit or Delete an Item
  • Choose or Remove an Item
  • Adding Multiple Items
  • Edit All Items
• Grids
  
  • Using Data Grids
    
  • Add/Change the Fields Displayed on a Grid
  • Filter the Information in a Grid

Key Features Used for People or Organizations

• Relationships
• Add People or Organizations
• How to Import People or Organizations into Companion
• Edit a Profile

• Using Statuses

• Delete a Person or Organization
• Required Dates
• Case Notes