How to...

These help topics provide step-by-step instructions for basic tasks that you will perform while working in the different hubs.

Related Topics:

  • Work With Records
    While using the hubs you can enter new DPS records or review and update existing records.
  • Enter Phone Numbers
    Because phone number formats vary from country to country, you can specify a format each time you enter a phone number. Every phone number field has a default format. For a blank field, that is the default format specified for your company. For a field that already contains a phone number, that is the format selected for that phone number.
  • Upload a File to the Files Grid
    Use the Files grid on the Files and Links tab to upload, view, and store documents related to the current record. DPS attaches these documents to the record for which they were uploaded.
  • Add a Link to the Links Grid
    Use the Links grid to link one or more external text files, graphics files, or email messages to a hub record. When you add a file link to the Links grid, DPS creates a hyperlink between the link path specified in the Link Path field on the grid and the file.
Parent Topic: Hubs Basics (Browser)