Tutorials

Create an Email Based on a Notification

Administration

This tutorial will show you how to use Email Builder to create an email based on either an Activity Notification or a Date Notification.

Create an Event

Events

This tutorial gives step by step instructions on how to create an event.

Create Notes

General

Type notes in Quadra to include additional information, assign tasks, and add notes to Outlook.

Customize the Interface

General

Explore options for customizing Quadra to fit your work style: adjust the module grid layout, keep search results intact, and set other preferences for notes and report-sharing.

Documents by Category Element

Dashboard

This tutorial explains how to add and use the Documents by Category dashboard element.

Edit Reports

Reports

Learn how to edit an existing report using Report Builder in the Administration module. Explore tools to modify images, rich text fields, and data-bound fields.

Edit Your Account and Security

General , Security

This video will walk you through the steps of how to edit names, mobile and work numbers, email addresses and more, and will discuss security features.

Export Data

General

This tutorial details the three-step process required to export data from within Quadra, along with an overview of the available file formats.

Generate a COI for Vehicles

Certificates , Vehicles

This tutorial explains the process for adding a Certificate of Insurance from the Vehicles module.