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 ...
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 within a case or meeting. We'll call these individual tasks, case tasks and meeting tasks. Creating Tasks To create an ...
Setting Up a QR Code Printer in CPL
Please click on the image below to access the Helpsheet for Setting Up a QR Code Printer in CPL.