Check out the interactive video below to learn how to use Pick List Management in desktop.
There are many items in the pick list area that may make this section look overwhelming. Handle it one at a time, and you will have your system set up the way it needs to work for your practice. You likely won't edit every item, but they are all available in case you need them for your company.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please refer to our article on How to Use Pick List Management to learn more
How to Set Up a User in Desktop
Watch this interactive walkthrough to see step-by-step instructions for creating a new user in the Desktop application.