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.

Related Articles
Creating a New CPL User Account
Please click on the image below to access the Helpsheet for Creating a New CPL User Account.
Notifications in CPL
Please click on the image below to access the Helpsheet for Notifications in CPL.
Email Properties - Managing and Customising Email Types
This article is part of the Email Properties section. Find related articles here: Email Properties Introduction CPL provides basic email templates, also knowns as Email Properties or Email Types, for various communications, including: Budget Recon ...
Email Properties - List of Keywords for Each Email Type
This article is part of the Email Properties section. Find related articles here: Email Properties Client Email Types Anticipated Expenditure Budget Breakdown Report Budget Recon Budget Recon Extranet (Client Portal) Budget Summary Report Client ...
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: ...