As an hc1 Quick Start customer, you can start using hc1 right away with the standard settings. If you want to change or add to the standard settings, click the following links for information.
Advanced Video Tutorials What do the tenant settings do? How do I handle users? What is HRM Access Control? How do I merge records? How do I set activity categories and subcategories? How do I set case and task status? How do I rename case and task priorities? How do I establish competitive labs? What is contact type? What is a corrective action? How do I configure EMR? What is an opportunity stage? What is opportunity type? What is organization type? What is root cause? What is a specialty? What do I need to know about panels and fees? What do I need to know about customizations? How do I import my data? How do I get information from emails into hc1? How can I create custom fields? How do I create user profiles and distribution groups? Tipsheets