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This training covers the Member View of the Home page.
Updated 1 year ago by CSM Team
This training covers the Statements page. You'll find how to switch views, how to filter the statements, how to bulk review and bulk export...
In this section, we go over the statement in details. It includes: overwrites, comments, adjustments, validation, tracing etc
This training covers the Dashboard page.
This training covers the Challenge creation on Amalia..
Updated 4 months ago by CSM Team
This training covers the Teams page. How to create a team, how to assign users to a team, how to manage hierarchy etc.
This training covers the Plans page. How to create a Plan, how to assign users to a Plan, how to remove people from a plan etc..
This training covers the Quotas section. How to update a quota for a specific user or for the whole team using CSV bulk update. It shows also the difference between list view and user user.
In this section we go over the overwrites section that summarises all the overwrites done on Amalia..
In this section, we go over the Agreements section of Amalia. Please note that this is an additional feature that you should be subscribed to in order to have access to it. Below is what the users wi…
Here is a training of the Audit section on Amalia..
Here is the training video of the Data section of Amalia.
In this section we explain the Company settings..
To create a statement report based on the template watch this video..
In this section, we cover the workflow creation..
Here is a training video to help you create your custom dashboard on Amalia..
This section covers the Account settings..
Here is an explanation of the Payments section..
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Updated
by CSM Team
