Contacts and Files (13)

Saving, opening, closing, conflict search

Add a New Contact - Quick Steps

Created by Laura Gannon-Berg, Modified on Wed, 31 Jul at 3:45 PM by Laura Gannon-Berg
Add a New File - Quick Steps

Created by Laura Gannon-Berg, Modified on Thu, 18 Jul at 7:18 PM by Laura Gannon-Berg
Adding Files to a Contact - Basic Instructions

Created by Laura Gannon-Berg, Modified on Wed, 31 Jul at 2:27 PM by Laura Gannon-Berg
Change Contact number or File number

Created by Dan Trevarthen, Modified on Wed, 10 Jul at 7:13 PM by Laura Gannon-Berg
Client Ledger add Notes

Created by Dan Trevarthen, Modified on Wed, 10 Jul at 6:14 PM by Laura Gannon-Berg
Close Contacts Report or Conflict Search

Created by Dan Trevarthen, Modified on Wed, 3 Jul at 1:37 PM by Laura Gannon-Berg
Conflict Search, closed files show as deleted

Created by Dan Trevarthen, Modified on Mon, 15 Jul at 6:52 PM by Laura Gannon-Berg
Contractor Payables Section of Soluno Userid

Created by Dan Trevarthen, Modified on Wed, 10 Jul at 12:43 PM by Laura Gannon-Berg
File on Hold

Created by Dan Trevarthen, Modified on Mon, 8 Jul at 9:07 AM by Laura Gannon-Berg
Issue__client trust listing for files no activity

Created by Dan Trevarthen, Modified on Mon, 15 Jul at 6:55 PM by Laura Gannon-Berg