How to revoke Quill access
This guide will look at how to revoke your Quill integration. HOW TO REVOKE QUILL ACCESS Click Setup Then Accounts & Finances Then […]
What does my client see when they are asked to upload ID?
This guide will help you understand what the client experiences when they log in and are prompted to upload their ID. Please note: If you have […]
How to Find Saved Reconcile Reports
This guide will look at how to find your saved reconcile reports in Hoowla. HOW TO FIND SAVED RECONCILE REPORTS Click on Accounts Then […]
Understanding the Case List Screen
This guide will take an overall view of the case list screen and explain what the different icons mean. Understanding the Case List Screen Click […]
Adding a Document to a Calculator
Adding a Document to a Quote Calculator If you would like a document to be included to someone who has requested a quote from your calculator […]
How to Remove a Case from Being On Hold
This quick guide will look at how to remove a case from being on hold. HOW TO REMOVE A CASE FROM BEING ON HOLD Click on […]
How to manage case types
This guide will look at how you turn on additional case types so that they are available when instructing a case. HOW TO ADD ADDITIONAL CASE […]
Traffic Light Colours on Hoowla Cases
This guide will explain what the different coloured progress circles on Hoowla’s case list mean. The traffic light system is designed to help you keep an […]
Filtering your People List
This guide provides an overview of what these filters do and some ways in which they can be used. There are a number of filters available […]
Changing your Password
This guide will take you through changing your password in Hoowla. To access your Hoowla account you will need your email address and password. If you have […]