FAQs

How to Save Project and Interaction Views
Add your filters and search parameters into the filter menu. Show/Hide the columns to be displayed on the finder page.   3. Once all the settings ar...
Wed, 17 Apr, 2024 at 6:15 AM
How to overwrite an existing Projects View
1. Add your filters and search parameters into the filter menu. 2. Show/Hide the columns to be displayed on the finder page. 3. Once all the settings...
Fri, 27 Oct, 2023 at 9:42 AM
How to Search and Filter Projects
You may have noticed that we moved the search bar for the projects finder. To search and filter your projects, click on “Filter and Find” button and select ...
Fri, 27 Oct, 2023 at 9:50 AM
FAQ for 2-Factor Authentication (2FA)
FAQ for 2-Factor Authentication (2FA) What is 2-Factor Authentication (2FA)? 2FA is an additional layer of security that requires users to provide two dif...
Tue, 6 Feb, 2024 at 5:03 PM
What are Saved Views?
Saved Views allow you to save and access multiple pages with different saved filters based on data you're interested in seeing such as All Briefings and...
Wed, 17 Apr, 2024 at 6:15 AM
Where are my reports?
Your reports can be found under Site > Saved Reports. 
Wed, 17 Apr, 2024 at 6:15 AM
What is an Interaction Lead?
AR Primary and Initiator has been condensed on the Interaction form. AR Primary has been renamed to Interaction Lead and we have moved the Initiator on past...
Wed, 17 Apr, 2024 at 6:15 AM
What happens to my old Perception Data?
Perception is being replaced with our new Insights. Insights can be added to any interaction and has a sentiment field too. For those with existing percept...
Wed, 17 Apr, 2024 at 6:15 AM
Where can I view all Insights?
To view all Insights, click on Insights>All Insights. This is a standalone page where you can view, filter, sort and export Insights that have been added...
Tue, 30 Apr, 2024 at 6:09 PM