Isimio Installation and Usage Guide

• Installation
  • Package Installation
  • Scheduled Processes
• Data Model Configuration
  • About Objects and Fields
  • The Configuration Wizard
  • The Configuration Tool
  • Configuration Tool: Objects
  • Configuration Tool: Fields
  • Manual Configuration: Objects
  • Manual Configuration: Fields
  • Selecting Which Records to Display
  • Cases and Objects Without Names
  • Lookup Field Configuration
• Custom Styling
  • Using CSS Plugins
  • Using Configuration
• Right-Click Actions
  • Schedule Actions Overview
  • Standard Action Methods
  • Creating Custom Actions
• Basic Usage
  • Views
  • Interacting with the Schedule
  • Saving and Pausing Changes
  • Filtering Records
• Advanced Topics
  • Multiple Schedules
  • Client-Side Plugins
  • Indexed Dates
• Keyboard Shortcuts
• Tips & Tricks