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Records Management Overview
Today I will be continuing down the Back to Basics stream, this time going over the Records Management functionality in FlowLogic.
Ever wondered how to get rid of records that might have been entered in error, or entered under the wrong participant? Or maybe a new staff or client was entered that didn’t end up joining your organisation? While there is no “Delete” in FlowLogic, there is a way to get the records to stop appearing in the Table View, cluttering your data. Join me and I’ll show you how!
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