Building Blocks: The Visifile in Beyond

Welcome to Beyond University!

New to Beyond University? Start Here: Basics: How to Log In & Navigate in Beyond

The Beyond University Orientation Series is meant for all Beyond users to get started in our system. In these lessons, you will learn how to log in and navigate as well as other important basic functionality that all users can benefit from. 

Beyond Building Blocks: The Visifile

The visifile is the front page of any record. This course provides an overview of visifile options on all records and best practices including customizing your visifile to work best for you.

Watch the short video before taking the quiz below

Pop Quiz

Test Your Knowledge with the following quick quiz

Congrats! You've finished this course! 

Next Up

Next Course: Building Blocks: Logging Messages in Beyond

Description: Logging messages is essential for tracking conversations, processes, and productivity. In this video, we walk through how to log a message on any record in Beyond.

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