Yes, visit the How to Create Reports, Set Default View, & Customize My To-Do List section for more information.
Articles in this section
- Can I enter payment on behalf of my customer?
- Can I send all my customers one message at once? Can I invite my customers into TermSync?
- How can I review the files we've sent over to TermSync? Can I see the files sent to TermSync?
- How do I assign myself the Executive role?
- How do I know which roles I’m assigned to?
- How do I set up a scheduled report in TermSync?
- What do my customers see in TermSync? How do they navigate through their customer portal?
- What is the cutoff time for making payments via credit card & ACH? Can our customer pay their invoice today?
- Are our customers using TermSync? How do I know?
- Can I adjust the log-out time in TermSync?