How to .......
80 Articles
- How to use the CompleteEmpire Knowledge Base
- How to ask for help
- How to use Super Search
- Using the To Do List
- How to Create a New Account
- How to create a New Entity
- How to add or create a Linked Entity for an account
- How to Create a New Opportunity
- Create a New Opportunity - Work Area Header
- Create a New Opportunity - from within the Opportunity Module
- Create a New Opportunity - from within your work
- Hot, Warm or Cold?
- How to Capture Leads
- How to Create a Document Template
- Creating a Merged Document
- Inserting a document into a Contact Log
- Inserting a web link into a message, email, contact log
- Sending a document from the Works document view
- Save and Send a merged document directly from the DMS
- How to add third party advisors
- How to Manage Partnership Splits
- Unique email address - what do when non existent
- How to set up automatic notifications for incoming sales leads
- How to Test your Survey
- How to create a report using Standard Reports
- How to Import Emails from Outlook
- How to add widgets to your Dashboard
- How to Sync your Calendar to Outlook
- How to create a new appointment in the Calendar View
- How to add a Directors ID to an account
- How to create a New Account from an Entity
- Contact Logs - using EXTERNAL contact reference numbers
- How to add and edit Relationships
- How to update the account of a client who is deceased
- How to Create, Edit a Lookup
- How to add or change the image for an account
- How to send emails to multiple addressees
- How to export an appointment in your Calendar
- How to create a new appointment within a new Contact Log
- How to change your current time zone
- How to add or edit an unsubscriber
- How to Create a Newsletter
- How to Create an Email - EDM
- Status labels - using and configuring
- How to create a new appointment
- How to attach multiple documents to a Contact Log
- How to add an external partner or user account
- How to Create an Invoice, Receipt or Certificate Template
- How to link to your DocuSign account
- How to link to your Microsoft 365 account
- How to Activate to your DocuSign account
- How to add your eSignature to your DocuSign account
- How to Create a Document Template for DocuSign
- How to add a document file to an account
- How to add DocuSign fields to an existing document
- How to use a DocuSign template
- The DocuSign process
- How to deal with duplicate accounts for the same person or entity
- How to update your account profile with DocuSign
- How to search for a contact log by CREF
- How to Create a New Opportunity from Analytics
- How to edit a survey submitted by a campaign recipient
- DMS External Upload
- Required Documents
- Creating a timesheet entry - within Timesheets
- Create a timesheet entry from a change of status within the Work
- Create a timesheet entry from a Contact Log within your Work
- Create a timesheet entry from your calendar
- Managing your timesheet entries
- How to deal with Separation/Divorce
- How to deal with Death
- Managing multiple document files
- How to delete an appointment in the Calendar View
- Setting up your clients access to CompleteEmpire
- The Client Portal - explore and use
- Timesheets - summary of best work practices
- Syndicate Investor Communications
- Timesheets - Submitting
- Timesheet - Editing Submitted Entries
- How to switch your user profile