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  1. CCUBE
  2. Site Administration and Settings

Site Administration and Settings

Advice Wizard

  • Advice Wizard Explanatory Text
  • Templated Objectives
  • Appendix Items
  • Customise Advice Wizard Fact Find
  • Areas of Scope
  • Scenario Types

Further Questions

  • Introduction to Further Questions
  • Creating Further Questions

Client Fees

  • Fee & Commission Uploading

Site Configuration

  • Webmail - How to create an "App Password" in Microsoft Office365
  • Rate Cards and Platform Pricing
  • Custom Fields
  • Samples and Favourites
  • Shortcut Keys
  • Adjusting Site Assumptions
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User Records

  • Request a New User
  • Email Signatures

Deleted Records

  • Recycle Bin

Integrations

  • CLASS Integration
  • Omnium Integration
  • DocuSign Integration
  • SMS Global Integration
  • MailChimp Integration
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