HI Vic,
I think the best route for you to get these answers is to hop on our Q&A webinar. Here is the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions. One of our experts will be able to discuss your use case and suggest best practice advice accordingly.
All the best,
Diana
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