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Tutorials

Customizing the Interface with Views

Getting Started Page
1. Logging In & Creating Databases
2. Customizing the Interface with Views
3. Importing V2 Databases
4. Getting Started On New Evaluations
5. Applying Prices
6. Applying Expenses
7. Using the Prospect Case Creator
8. Running Reports
9. Importing Monthly Data Via CSV
10. Importing Daily Data Via CSV
11. Importing Data as a CSV

This tutorial will show you how to customize the PHDwin workspace and save your layout as a View. 

Related Items

Applying Expenses

This tutorial will show you how to apply expenses to your cases in PHDwin. 

Applying Prices

This tutorial will show you how to create and apply expenses to your cases in…

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