Table of Contents

1. Searching and Working with Data Grids in FZM
2. Adding Notes and Using Notes Templates
3. Email Templates – How to Send Email in FZM
4. Email Templates – Creating & Managing
5. Notifications + Green Share Button
6. Resetting A User’s Password
7. Adding A New User
8. Understanding FZM Access Levels (ACLs)

#1

Searching and Working with Data Grids in FZM

Learn about the power of FZM data grids. Including setting up custom “views” and setting back to default.

(4 mins)

#2

Adding Notes and Using Notes Templates

How to add, manage and use Note Templates in FZM.

(2:34 mins)

#3

Email Templates – How to Send Email in FZM

How to send email the fast way in FZM using email templates.

(5 mins)

#4

Email Templates – Creating & Managing

How to create, edit and manage Email templates including using Folders.

(6 mins)

#5

Notifications + Green Share Button

Learn how to use the Share button to streamline communications with other users

(2:42 mins)

#6

Resetting A User’s Password

How to quickly reset a User’s password (if you have account admin permissions)

(1:32 mins)

#7

Adding A New User

How to add a new User to the system.

(3 mins)

#8

Understanding FZM Access Levels (ACLs)

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(2:22 mins)