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InSitu Software iTools Documentation

iTools Documentation

Every iTool has its own Configuration Guide to help you install and configure the tool to meet the needs of your organization.  Some of these guides are over 100 pages long but don't let that scare you, we love to include lots of screenshots and step-by-step instructions.

Configuration Manager

Configuration Guide

Last Revised: October 25, 2018

Customizable Account Hierarchy

Configuration Guide

Last Revised: July 16, 2019

Delegated Tasks Management

Configuration Guide
Last Revised: December 14, 2022

Employment Change Management

Configuration Guide

Last Revised: October 25, 2018

Opportunity Status Monitor

Configuration Guide
Last Revised: February 25, 2022

State / Country Validation

Configuration Guide

Last Revised: October 31, 2018

vCard Creator

Configuration Guide

Last Revised: October 25, 2018

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