Proposed Works

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• Related Articles

• Working with Blockworx Contractors - Proposed Invoices

  This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Contractors can submit their invoices through Blockworx. When they do, follow these steps: You’ll receive a ...

• 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 Mail Merge Templates Using the Add-In

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction Below is a diagram of the process: To use Mail Merge as outlined in this article, install the Mail Merge Add-in from the RPM_Distributions folder ...

• Properties - Estimated Annual Expenditure (EAE)

  This article is part of the Properties section. Find all related articles here: Properties The Estimated Annual Expenditure (EAE) is an amount that can be set on the properties in CPL. You’ll need to fill in the EAE for direct debits to be calculated ...

• Mail Merge Fields

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge When editing a template during a mail merge, use fields from only one View/Table. Here are the mail merge fields available for your templates: With the add-in, ...