How-to articles

Scenarios


ShareVision does plenty of things straight out-of-the-box, but of course it's important to customize and tweak elements of your site to make sure it works exactly for your organization's needs.  We've received requests to post some real-world examples that walk you through certain common activities, beyond the various how-to's that are already here on the Help site.  To that end, below you'll find a list of various scenarios that have been known to arise.


We're always adding to this page, but if you're looking for something specific that isn't here, contact us using the Feedback form (if applicable) or contacting the ShareVision Training department at training@sharevision.ca.  Of course, if you're running into troubles, don't hesitate to contact ShareVision Support.


TitleCreatorModified
How to add a filter tool to a filter page wizard pageJustin MwakuleMar 21, 2019
How to set up case managementJustin MwakuleDec 13, 2018
How to change the Permissions on the QuickStart - IconsBrittany HunterJul 18, 2018
How to remove a user from a groupBrittany HunterJul 09, 2018
How to use the Employee Shift ScheduleBrittany HunterJul 05, 2018
How to update Quickstart Individual Details LinksBrittany HunterJun 18, 2018
How to continue creating a new user when error 'Username is already taken" is displayedBrittany HunterJun 01, 2018
How to Print a report as a PDFBrittany HunterMay 30, 2018
Add an Individual from the Contact Manager Using Add to Program or Residence LinkLiz GriffinApr 05, 2018
Using MS POWERPOINT files in Training Content Manager (TCM) SECTION CONTENTSteve WOct 19, 2017
How to clear the cache of a browserLucas SantosMay 08, 2017
How to Create a New Form for UsersSupport DeskDec 20, 2016
Connect to OutlookLiz GriffinDec 20, 2016
Add an Individual to a Program or Residence Using Program HistoryLiz GriffinDec 20, 2016
Rename the My Documents Folder for a Supported IndividualLiz GriffinDec 20, 2016
What to Do When Someone Leaves Your OrganizationLiz GriffinDec 16, 2016
Troubleshooting Basic IssuesDion Le RouxDec 16, 2016
One of My Users Can't Log InLiz GriffinDec 16, 2016
Login to the ShareVision Mobile AppLiz GriffinDec 16, 2016
How to Set Up Security for a New Program or ResidenceLiz GriffinDec 16, 2016
How to Enable Compatibility ModeLiz GriffinDec 16, 2016
How to Check Your Version of Internet ExplorerLiz GriffinDec 16, 2016
How to Change a Field from Choice to Lookup Without Data Loss (or Custom Coding)Liz GriffinDec 16, 2016
How to Change a 'Type' Without Data Loss (or Custom Coding)Liz GriffinDec 16, 2016
Add/Edit/Delete Goal Progress Through the ShareVision Mobile AppLiz GriffinDec 16, 2016
Add/Edit/Delete a Daily Journal Entry to the ShareVision Mobile AppLiz GriffinDec 16, 2016
Make Your Version of Office SharePoint CompatibleLiz GriffinSept 30, 2016