Main Masters
- Application Page Options
- Dynamic Fields for Email & SMS Templates - On Confluence
- How to add/edit a reason of contact in the contact log
- How to create a new email template
- How to create a new user - On Confluence
- How to edit an internal Users profile - On Confluence
- How to search, add and edit Bank BSBs in Masters
- How to upload Portal documents/links within Masters - On Confluence
- Member and Client Priorities - On Confluence
- Template Types - On Confluence