Skip to main content
CCUBE Help Center home page
Submit a request
Sign in
  1. CCUBE
  2. CRM

CRM

Practice Management

  • Assigned Workflows
  • File Management
  • Business Contacts
  • Task Management

CRM General

  • Deleting Clients
  • Linking Clients (Related Entities)
  • How to generate a document via CRM
  • Archiving Clients
  • The Client Record
  • Create Clients
See all 7 articles

The Dashboard

  • The Dashboard
  • Widgets

User Reports

  • User & Scheduled Reports

File Notes

  • Voice to Text
  • File Notes

Emails

  • Webmail v Outlook Plugin
  • Outlook Plugin
  • Webmail

SMS

  • SMS Messages

FDS & Service Packages

  • Fee Disclosure Statements (FDS)
  • Services and Service Packages

Referral Sources

  • Referral Source

Client Details

  • Adding Child Trauma insurance policies
  • Different Types of Fields
  • Bulk Updates
  • Professional Advisers
  • Class & Marketing Status
CCUBE