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User Permissions
Addresses, Address Notes, Address Groups: The Address permissions control the users ability to view, edit, delete, and print/export address information that is found at Lists --> Addresses and address groups found at List --> Misc --> Address Groups. ...
Forgot or Reset a Password
Password Change 1. Super users may change the password of any account under List->Users 2. Once under Users, click on the code to access the account Any super user or users that have the appropriate permissions to edit accounts will ...
Manage or Create a User/Account (Assigning a co-signer, provider signature, complete notes, etc)
Managing Accounts: Where to go? 1. Managing User's profiles can be found under List->Users 2. Once under the list of users, Click Create or Make Inactive to remove *use the search bar or click on the code to edit an existing Account Account ...
How to enable fax, email or Phone note on the contact log for a user?
Accessing a User's Permission: Where to go? 1. In order to edit a user's account, you will need to navigate to List->Users 2. Click on the account code associated to the user to access the profile. Accessing a Users Permissions 1. Once you access a ...
How to enable and use the time log feature?
Enable the Time Log: Where to go? 1. The time log can be enabled by going to Setting->Company 2. Click the check box for time log Time Log Location: Where to go? 1. The time log is located on the dashboard - to navigate to the dashboard click on the ...