Category: Schemes support

This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Date Date Type Schemes Events Stages Tags Enrichments Addon Insurers Leads Advisers Export Layout Saving Input...

Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords

Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications...

This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Date Date Type Schemes Events Stages Tags Enrichments Addon Insurers Leads Advisers Export Layout Saving Input...

Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords

Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications...