Improvements to Process Guides

Specialized solutions for regulatory agencies

Auto-nav from main tab

Automatically launch from a process guide any action you normally launch from the main tab. Examples include running a report and opening a one-screen command to create a new entity.

Auto-open process guides

Configure process guides to auto-open and go to a sub-step upon creating or opening an entity from another record. When a business process requires switching among different entity records to complete the process, the process guide automatically opens and goes to the correct step when working on each record. For example, if a step instructs the user to create and associate an employee record to a business, when the employee record opens, the correct process guide step opens to proceed with the instructions.


Learn more

To learn more, email us at, call at (541) 337-2659 or request a demo. We look forward to hearing from you.

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