How To
'How To' knowledge base articles aim to provide clear, step-by-step instructions for completing specific tasks or solving problems in leafplanner.
- How to Add an Account Image to the Dashboard
- How to Require MFA for All Users on Your Account
- How to Sync Financial Accounts
- How to Filter the Activity Log
- How to Create a Contact while Editing a Resource
- How to Bulk Import Contacts
- How to Enable MFA for Your User Profile
- How to Add an Existing Contact to a Resource
- How to Delete a Contact
- How to Use Global Search in Your Account