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53000040481
Administration Home Dashboard
Overview
The following should act as a guide on how to view, manage and monitor the Home Page
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53000042356
Logging into Mantle
Overview
As a new user an account will need to be created on Mantle with the appropriate
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53000042358
Search for a Member Record
Basic Search
To search for a member record, access Members from the left-hand drop-down menu unde
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53000044509
Workflow Functionality
Overview
The following should act as a guide on the workflow functionality and checklists on
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53000044515
Creating a Workflow
Overview
The following should act as a guide on how to add a workflow task on Mantle.
A
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53000044586
Member Record Structure
Overview
The following should act as an overview of a generic member record structure – schem
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53000044598
Telephone Note, Message and Email Functionality
Overview
The following should act as an overview of the telephone notes, messaging and email
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53000045254
Document Functionality
Overview
The following should act as an overview of the document functionality on Mantle.
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53000045832
Audit Timestamp Functionality
Overview
The following should act as an overview of the audit timestamp functionality on Mant
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53000045837
Two-Step Approval Functionality
Overview
The following should act as an overview of the two-step approval functionality on Ma