General
- How to move an Email from claim to another
- Add, Edit or Delete Banks Main Office information
- How to Add/Edit a 2nd Address to a Bank Main Office
- How to Add, Edit or Delete a Bank Branch
- How do I Reassign An Action
- How to view claims based on changes in Status over a Date Range
- How to view the Introducer and Sales Performance Report
- How to filter the history of a client
- How to use the new User Performance And Workload Report
- How to Run the Claims with Action Type Report
- How to Export Claim Attachments
- How to Search the Bank List
- How to run the Action with Follow On Action Report
- How to Run the Payments List Report
- How to toggle 'Search as you Type' in Address finder
- How to Attach Scanned Items to a client's history
- Enable Alternate Email Field
- Edit Claim Label Text
- Date Joined Visibility Permission
- Using Keyword Rules in SMS Correspondence with a Client