Settings tab

I have not been able to locate the settings tab on the upper right hand corner of my AppColl screen. Is there something I need to do for it to be viewable?

1 Agent Answer

adding date offset in years to a form letter

How do you add years to the date offset for instance 3.5 years for maintenance fees?

1 Agent Answer

SB08 NPL sorting

I would like to reorganize my NPL references before creating the SB08 fillable .pdf form, which is difficult to manipulate after it has been created. How do I reorder my references to appear the way I want them...

1 Agent Answer

Cant find format for contacts upload

I don't know the format of the csv for upload of contacts. The link is on the contacts page but no format.

1 Agent Answer