Working with Records

After a brief introduction to the user interface and how to access the platform, in this tutorial you will finally start to be able to do some practical and useful tasks with the help of the CoB platform. The skills explored next will allow you to more easily access, manipulate and manage all information related to your organization from the CoB platform:

• Creating records
• Changing records
• Checking the changes previously made to a record
• Searching for records using dates, special characters or even by record exclusion
• Customising views
• Exporting records
• Importing records