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Advanced Topics
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Account Basics & Setup
Product Orientation & Basic Navigation
Record Management
Reports
Email & Text Messaging
Email
Text Messaging
Opportunities
Grids & Filters
Log Book
Scheduling
Surveys
Build a survey
Sign-In Stations
Sign-In Station Basics & Setup
How to build a Sign-In Station
Attach a Sign-In Station to a Service Opportunity
View and share a Sign-In Station
Managing Sign-In Stations
Troubleshooting Sign-In Stations
New Features for the Sign-In Station
Advanced Topics
User Defined Fields (UDFs)
Automations
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Samaritan Import Data Tool
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Samaritan Help Center
Advanced Topics
What's New
Getting Started
Account Basics & Setup
Product Orientation & Basic Navigation
Record Management
Reports
Email & Text Messaging
Email
Text Messaging
Opportunities
Grids & Filters
Log Book
Scheduling
Surveys
Build a survey
Sign-In Stations
Sign-In Station Basics & Setup
How to build a Sign-In Station
Attach a Sign-In Station to a Service Opportunity
View and share a Sign-In Station
Managing Sign-In Stations
Troubleshooting Sign-In Stations
New Features for the Sign-In Station
Advanced Topics
User Defined Fields (UDFs)
Automations
Get Help
Samaritan Import Data Tool
Advanced Topics
Activity Status
Activity Status settings Years of Service
Group Solutions
Permissions Feature
Filtering with Account UDFs
What are Snapshots and how can I use them?
Friends and Family (and Animal Therapy) Configuration
What does "Automation in Progress" mean?
User Defined Fields (UDFs)
About User Defined Fields (UDFs)
Managing UDFs
Configuring UDFs
UDFs: Assign Permissions to Individual Dropdown Values
Synched UDFs
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Automations
Automations Basics
Automation Worksheet
Automation Triggers
On Demand Automations
Automation Enhancements
Automation Running Indicator
Automations: File Pick Up and Drop Off
On Demand Automations
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