In this module you will learn basic Intact iQ essentials, such as using the Ribbon Commands, Information Filters, Contained Search, Data Insights and Queries, and more.

In this module, we are going to look at some routine functions in Intact iQ, starting with the ability to update records.

Workflows are a great way to keep people updated on key stats, performance, or even call to actions. Here, we will look at how to create a workflow query, workflow conditions, scheduled tasks, and more.