Creating a New CPL User Account
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Notifications in CPL
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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
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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 ...
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.