Account settings

Account settings

Account settings: personnel custom fields
You can create custom sections and fields that will appear in the personnel profile. TABLE OF CONTENTS Create custom sections Create custom fields A...
Importing activities
In order to import 'Activities', you will need to be an administrator and have access to the Account Settings. You can find an example file in the f...
Import activity categories
Map and import custom activity categories to save time over manually defining the same settings through the Shoreline Execution app. Import functionality ma...
Import asset types
Map and import custom asset types to save time over manually defining the same settings through the Shoreline Execution app. Import functionality makes conf...