General
- How to Send Community Referrals
- How to Know If Your Email Was Delivered
- How to Add an Outbound Client Referral
- How to Change a User's Permission Level
- How to Change Who a Client is Assigned To
- How to Change the Client Pipeline Default Filter
- How to Delete a Client, Community, or Referral Source
- What Community Information Does Senior Place Get For Me?
- How to Customize SignWise Request Emails
- How to Customize Task Types
- What to Do When a Potential Duplicate Client is Detected?
- How to Use Email Placeholders
- How to Edit a Preferred Name
- How to Attach a File to an Email
- How to Add a Custom Referral Field
- How to Customize the Community Details Tab
- How to Add a Community Contact
- Master the Basics: Top Tutorials for New Users
- How to Create a Custom Report
- How to Change Custom Report Columns