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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Setup Your Help Center Link
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1. Go to https://admin.powerplatform.microsoft.com/

2. Click into your Production Environment

3. Select Settings for the environment

4. Select Features under the Product area

6. Toggle Custom help for customizable entities to On

7. Under Global custom help URL, enter https://engage.salentica.com/home/

 

 

Once you make this change, when your users click on the help icon at the top right, the user will be redirected to the Engage Help Center.

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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