DEX - Settings

Adding staff and assigning to Team
Steps needed to add a staff member into Social Planet, a login into the platform and assigning them to a DEX Case Management Team.  Go...
Wed, 16 Jul, 2025 at 11:27 AM
Setting Up Auto-Generated Case File and Session File IDs
Auto-generating IDs is crucial for efficiently managing client data in DEX CM because it saves time by eliminating manual entry, ensures data accura...
Wed, 16 Jul, 2025 at 12:26 PM