Custom Desktop

Please click on the image below to access the Custom Desktop Helpsheet.

• Related Articles

• Developments - Inspections Tab - Reporting

  This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Getting Started To view when the next inspection is due in the reports: Tick Inspection Complete when uploading inspections to developments. Select ...

• Credit Control Reporting

  This article is part of the Credit Control & Client Statuses section. Find all related articles here: Credit Control & Client Statuses This article explains different ways for you to report on your Credit Control process. Credit Control Summary This ...

• Client Web Portal

  You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Tab Options v1.1 Working with Client Portal Documents ...

• Credit Control Status Types

  This article is part of the Credit Control & Client Statuses section. Find all related articles here: Credit Control & Client Statuses Overview The credit control system in CPL is designed to allow you to manage your debt effectively and to recover ...

• Connect - Admin: Client Portal

  This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...