Smart Trees
Questions answered in this article: How do I use the advanced smart trees data collection during client sessions? How do I restart or reset the record...
Mon, 11 Oct, 2021 at 10:07 PM
Questions answered in this article: How do I copy a smart tree to another client? Can I copy a branch to another client? View the instructional ...
Mon, 11 Oct, 2021 at 9:48 PM
Questions answered in this article: How can I share the smart trees on the client portal? Can I share only a portion of the smart tree? (Ex: few branc...
Mon, 11 Oct, 2021 at 9:49 PM
Questions answered in this article: How do I check the comment history of a leaf goal? How do I check the data history of a leaf goal? What is the ...
Mon, 11 Oct, 2021 at 10:09 PM
Questions answered in this article: How do I create custom branch tags? Can I use these branch tags from any client smart trees? View the instru...
Mon, 11 Oct, 2021 at 10:10 PM
As you get started with smart trees, we would like to provide you with some example options of how you may set this up. Depending on your area of practice t...
Wed, 11 May, 2022 at 2:09 PM