2024 Q2 Spring Cleaning Release and Optimization & More Release - Upgrade Features Slide deck
Resources, Reminders, and Documentation Links
- Release Notes - April: https://support.clearimpact.com/en/compyle-spring-cleaning-release
- Release Notes - May: https://support.clearimpact.com/en/compyle-may-2024-release
- Clear Impact Live Training: https://support.clearimpact.com/en/clear-impact-customer-training
Expanded Documentation
- Compyle Site Instance Settings
- Public Forms: Custom Participant/Organization Intake Forms
- Working with Records: View, Edit, Archive, Delete, Restore
- Why is the Field Count Different in Different Places in Compyle?
- Compyle Field Types - Description Fields
- Printing Forms in Compyle
New Documentation
- Video 6: Scorecard Feeds (Analytics Part 2)
- Video 7: Form Logic
- Clear Impact Suite Overview
- Getting Started with Suite
- Form Do's and Don’ts
- Data Migration Process
- Archiving and Restoring Records
- Translating Forms in Compyle
- Restricting Access with Groups
- Privacy Regulations & Security Certifications
- Recaptcha - Verifying New Participants & Anonymous