Budgeted Accounts
Budgeted Accounts Training Guides
You will find links below to 6 Budget Account Training Guides which take you through the whole process for setting up and using budgeted accounts for developments in CPL. |
Budgeted Accounts Training Guides | |
| Budget Guide 2 - Setting up a Budget on your Development Training Guide v1.0 | |
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Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.CPL Training Guides - Introduction
These training guides and Helpsheets below form part of CPL's Knowledge Base which is available for all CPL users at https://contact.cplsoftware.com/portal/home The CPL Knowledge Base will be continually updated with additional guides and ...CPL Release Notes and Webinar Recordings
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. There are also links to recordings for all Release Webinars delivered. Version Release Date Click to View Notes Click to Access Recorded Webinar ...FAQs
Frequently Asked Questions Below you will find a list of FAQs that will hopefully help you resolve any questions you may have. We will continue to add to this list. If you have anything you would like to suggest for inclusion here then please get in ...The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.