Bonterra Academy

ETO Lab IV: Enterprise TouchPoints, Entities & Referrals

Attendees will learn how to configure the same TouchPoint form across all sites in your Enterprise, how to create TouchPoint templates that can easily be modified to meet the varying data tracking needs for sites across your enterprise and how to manage security of TouchPoint visibility for participants who are active across multiple sites in your enterprise. This class will also review how Entity Types and Entity Subtypes function across sites, how to share entity records across multiple sites, and how to perform referrals across enterprise entities.

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ETO Lab IV: Enterprise TouchPoints, Entities & Referrals

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