General / Setup
- How to enter new Sources of Business
- How to Export a Report - if Microsoft Excel is not installed
- How to update the Cheque number Sequence
- File Inbox Email Address
- GCI Milestones in the last 30 days
- How to Move Files from the File Inbox to a Deal Or Listing
- Office Repair - For when Export to Excel generates an Error
- Change Deal Number Sequences
- Adding Items to Checklists
- Hot Keys
- Deal Status DescriptionsÂ
- File View Permissions for Document Uploads
- How to change Application Theme
- Drag & Drop Files