Creating a User Report to Verify Clients with Email
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Creating a New CPL User Account
Please click on the image below to access the Helpsheet for Creating a New CPL User Account.
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 ...
Notifications in CPL
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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 ...
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 ...