Monday, March 02, 2026
Sign in
Search
My App Guides
Mobile App Help
Training
Support
Administration
Automation
Notifications
Add Notification
Manage Notification
Workflows
Workflow Manager
Data
Import Log
Documents
HTML Editor Overview
Field Creator
Creating Fields
Creating Picture Fields
Editing a Field
Field Properties
Formulas
Converting Formulas
Creating an eFormula Field
Currency
Formula-Date
Formula-Text
Form Manager
Adding Fields to a Form
Adding Parent Fields to a Form
Form Manager Overview
Form Objects
Form Sections
Key Fields
Layouts
Creating a New Layout
Multi-Page Layouts
Tabs
Adding/Deleting Tabs
System Tabs
Viewing Module Relationships
Web Forms
Create a Web Form
Hidden Fields
Manage Web Forms
Mapping
Add Map
Modules
Add
Creating a Module
Delete
Deleting a Module
Relationships
Many to Many Relationships
One to Many Relationships
One to Many Templates
One to Many to Itself Relationship
One to One Relationships
My Company Profile
Company Profile
Display and Themes
Change Header
Change Theme Colors
Records
Reassigning Records
Sharing Records
Unassigned Records
Roles
Assigning Layouts
Assigning Roles
Creating and Managing Roles
Scheduler
FAQ
Change My Password
Change My Team's Password
Resend Log In Information
User Level vs User Role
What Version Number of the Soleran App Do I Have?
Home Page
Dashboards
Changing Dashboards
Creating Dashboards
Publishing Dashboards
Widgets
Appointment Widgets
Creating Graphs
Creating Widgets
Graph Widgets
Links List
MiniReports
Task Widgets
Documents
Publish Documents
Upload Documents
History
Libraries
Configuring Library Icons
Creating Libraries
Mobile App
App Guides
EC Tour Help Guide
Android
iOS
Mobile App Builder
App Builder
App Builder Overview
Dashboard Widgets
Mobile App Reports
Mobile App Section
Quick Actions Settings
Quick Actions Overview
Quick Add New Record
Quick Reports
Scan QR Code
Syncing
Records
Add (Records)
Add a Record
Add Line Item
Cloning a Record
Importing
Excel Formatting Help
Import Troubleshooting
Importing from Excel
Notes Import
Quick Add a Record
Delete
Delete a Record
Recycle Bin
Activate Records
Permanently Delete Records
Edit
Collapsing Record Sections
Edit a Record
Edit Line Item
Mass Update
Search
Filtering Records
Search For Records
Reports
Add
Clone a Report
Create a Report
Delete
Delete a Report
Edit
Edit a Report
Filtering a Report
Formulas
Report Formula Editor
Manage Reports
Share
Copy a Report
Publish a Report
Subscribe
Subscribe to Report
User
Activities
Appointments
Creating Appointments
Recurring Appointments
Tasks
Creating a Task
Data
Data Silos
Email
Email Settings
Templates
Document Templates
Creating Document Templates
Using Document Templates
Image Gallery
User Management
My Profile
Change My Password
Update My Information
User Admin
Manage Users
My Team
Add User
Change User's Password
Edit User Information
Inactivate User
Resend Log In Information
Subscriptions
Subscription Information
User Groups
Views
Adding Views
Adding a View - Advanced
Adding a View - Basic
Clone a View
Useful Views
All Records View
Inactive Records View
View Groups
Delete
Delete a View
Edit
Edit a View
Search
Search a View
Share
Copy a View
Exporting A View