Introduction to Intact iQ

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Module 1: Navigation, Searching and Filtering
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.
2
- 2.1
  Navigation, Searching and Filtering
  15 Minutes
- 2.2
  Introduction: Navigation, Searching and Filtering
  10 Minutes5 Questions
Module 2: Routine Functions and Context Menu Feature
In this module, we are going to look at some routine functions in Intact iQ, starting with the ability to update records.
2
- 3.1
  Routine Functions and Context Menu Feature
  10 Minutes
- 3.2
  Introduction: Routine Functions and Context Menu Feature
  7 Minutes4 Questions
Module 3: Workflows and Scheduled Alerts
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.
1
- 4.1
  Workflows and Scheduled Alerts
  11 Minutes
Key Takeaways
1
- 5.1
  Introduction to Intact iQ: Top Tips to Remember
  5 Minutes

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