How to Add a To-do Item to a Milestone
To-do items are smaller tasks that can be set up within milestones in Hoowla workflows. An example would be a to-do for sending out the client […]
How to Set Up an App Password on your Microsoft 365 Account for 2FA
This guide will show you how to setup an App Password on your Microsoft 365 account. You will need to do this when linking your email […]
How to set the lead integration on a workflow
This guide will look at how to set the Lead Integration on a workflow. This means that when the workflow is added to a case, it […]
How to Add Additional Text to Your Quote Calculator
The Hoowla quote calculator provides an instant quote without requiring any details from the end user. You are able to add additional text “contact details are […]
How to Log in with Two-Factor Authentication Enabled
This guide will look at the process of logging in when two-factor authentication has been enabled. Please note: If you want to enable two-factor authentication on […]
How to Unblock a User
This guide will look at how you can unblock a user. HOW TO UNBLOCK A USER Firstly, click on Setup Then click on Branches & […]
Why can’t I access other case types?
WHY CAN’T I ACCESS OTHER CASE TYPES? You will only be able to create and work on case types of ‘Conveyancing’ unless you have a […]
How do I get a User Licence?
HOW DO I GET A USER LICENCE? To purchase a user licence you will need send us an email. The email must come from an […]
How do I cancel a User Licence?
HOW TO CANCEL A USER LICENCE Email support@hoowla.com with the email addresses that you want to cancel. Can I call you to discuss? Of course, we […]
How to set up Quill integration
This guide will look at how to set up your Quill integration. HOW TO SET UP QUILL ACCESS Click Setup Then Accounts & Finances […]