Maryana
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Activity overview
Latest activity by Maryana-
Maryana created a post,
Ontario LTT and MLTT Forms
I have noticed that the system does not complete the forms in full. The last page of the Ontario LTT form is always left blank and for the builder's transactions the purchase price is wrong and for...
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Maryana created a post,
Date of ID Verification
AnsweredWhere in the software we put a date on which we meet with the clients to verify their ID?
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Maryana commented,
In that case I want that all the tasks in all the files that I open will be assigned to me only. I don't want every time when I open a file go separately into the checklist and make bulk change.
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Maryana commented,
Where my clerk can see all the assigned tasks for a specific day, without going into each file separately?
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Maryana created a post,
Closed Files
AnsweredHow do I open a file that was closed?
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Maryana created a post,
Assign Tasks from Checklist
AnsweredIs there an option to assign the items from checklist as task to a clerk?