Getting Started

• CORE overview
• CORE overview for accountants
• Getting started in CORE
• Navigating CORE
• Using CORE Help
• Adding users and assigning subscriptions in CORE
• Managing documents in CORE
• Sending messages in CORE
• Creating and managing companies
• Creating to-dos in CORE
• Using Batch Update
• Using notes in CORE
• Searching in CORE
• Using Calendar in CORE
• Marking screens as favorite
• Customizing grids in CORE
• Creating a CORE account
• Using the CORE Community forum
• Cloning records in CORE
• Managing to-dos in CORE
• Entering historical data in CORE
• Customizing navigation in CORE
• Applying filters in CORE