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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Notifications in CPL
Please click on the image below to access the Helpsheet for Notifications in CPL.
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: ...
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 ...
CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes 2.73 2nd April 2025 2.72 19th March 2025 2.71 5th March 2025 2.70 19th February 2025 2.69 5th February ...