HowTo Guides

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For Users

These guides tell you how to get the most out of the platform. You should be familiar with the Agent Portal.

Platform Access

Basic Operations

Customize Your Interface

Manage Your Data

Specialized Operations

For Application Designers

When you create an application, much is done for you. The platform automatically constructs record views, forms for adding and updating data, and basic reports. From there, you can begin to customize the application. These guides tell you how to do that. Ideally, you should be familiar with HTML coding and CSS formatting, and be adept at Using the Agent Portal.

For information on design options and step-by-step instructions, that you can use as a template when building your own applications, see Article Index.


These guides do not require you to write any code.


These guides may require a bit of JavaScript code. Familiarity is a plus.

This one requires a bit of Java hacking:

See the Java Code Samples for more great projects.

For Application Developers

These are advanced topics that require familiarity with Java code.

Build Custom Web Pages

Customize Applications

Tackle Advanced Projects