Customization

To customize your modules, email templates, workflows, and simply click on the gear icon to navigate to the Setup page.

To customize modules, select Modules and Fields under the Customization header.

Click Modules and Fields in the Setup Dashboard.
Modules and Felds dashboard within the Setup dashboard.

From here you can customize the modules and tab groups to include the modules most important to you. You can also edit email templates and many other items. Refer to your Training Manual for more information.

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