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 move a document to a task
This guide will look at how you can move a document to a particular task (rather than it being attached to the case as a whole […]
How to create an Update ULS rule
This guide will look at how you can create an Update ULS rule. This means that you can automatically update the ULS platform when an action […]
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 Fix a Disabled Outlook Plugin
This guide will help you if you have installed the Outlook plugin but it is disabled. Note: If your outlook plugin has disappeared and you don’t […]
How to Fix an Inactive Outlook Plugin
This guide will help you if you have installed the Outlook plugin but it is inactive. Note: If you don’t know why your outlook plugin has […]
Outlook plugin has suddenly disappeared
This guide will help you if you have installed the Outlook plugin but it has suddenly disappeared. Firstly, let’s look identify if the plugin has either […]
Understanding Workflows
This quick start guide will answer some questions you may have like what is a workflow? what does a workflow look like? what are the benefits […]
How to Deactivate your Hoowla Account
This guide will look at how you can deactivate your Hoowla account. How to Deactivate your Hoowla Account First log into Hoowla and then […]
How to Generate a Time Report
This guide will look at how to generate a time report. Go to the case and click on Billables Click on Start Time Report Click […]