Creating a New CPL User Account
Please click on the image below to access the Helpsheet for Creating a New CPL User Account.
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CPL Helpsheets - Introduction
These helpsheets form part of CPL's Knowledge Base which is available for all CPL users at https://contact.cplsoftware.com/portal/home Helpsheets are designed to be a quick support in order to supplement the list of training guides available in this ...
Connect - Admin: Users, User Groups and Permissions
This article is part of the Connect section. Find all related articles here: Connect In the Admin menu > Users submenu, you can: create and manage users, create and manage user groups, assign and unassign permissions. Use the three options here: ...
Notifications in CPL
Please click on the image below to access the Helpsheet for Notifications in CPL.
Creating a User Report to Verify Clients with Email
Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.
Connect - Creating Tasks
This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We’ll refer to these as individual tasks, case tasks and meeting tasks. Creating Tasks To create ...