Skip to main content
Submit a request
Sign in
CCUBE
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