FAQ
Frequently Asked Questions
New cases are added from the Cases page. You get there by clicking the logo in the top left corner of your screen. Once you are at the site click the A...
Thu, 7 May, 2020 at 3:30 PM
The width of the columns are set by the software but you can type more than the width of a column. To extend the width click and hold the column divider at ...
Sun, 28 Jan, 2018 at 4:56 PM
The Deceased's residence is part of their instalment option property. Click Assets > Residences and Other Land and select Residence from the drop do...
Thu, 7 May, 2020 at 3:46 PM
If you want to write a general letter to, or record an Attendance Note with, a Contact who is not in the current Workflow Milestone, you can go to the Case ...
Thu, 15 Jul, 2021 at 7:48 PM