To edit the existing Task click on the BA Number of the task to be edited. This will open a page like add new but with the fields already filled out. Edit the details as needed, remember all fields with the * symbol is required. Use the Save button to…
Use the Add New button to create a new Task. This will open a page to be filled with the tasks information including the BA Number, Notes, Group, Assigned Member, Status, Importance, Type, Due Date and checkboxes for if the task needs an Alert on Late or if Finalised….
This is where Tasks can be assigned and managed. Search Use the text fields to filter the search, the filters are Group, Status, Assigned To, BA Number, Due Date and Finalised status. The search can also be displayed as a group (which are the Task Groups managed in Lookups >…
On the notes tab, you can add notes about the Council. Add New Click on the Add New button to create a new note. This will load text fields to write the notes into, once the note is written then click on the Save button to save or the Close…
The Fees tab shows all Fees relevant to the Council. Add New Fee To add new fees, click on the Add New button. Use the drop-down menu to select the Service Fee Type. New Service Fee Types can be created and managed in Lookups > Service Fee Types. Fill in…
Change or add any details if needed, all fields with the * symbol are required to complete the details. Add New To add a new Council Contact click on the Add New Button. Fill out all text fields, all fields with the * symbol are mandatory. The Type is the…
To edit an existing Customer, click on the Customer Name. This will open the customer on the Details page, all text fields are editable and all fields with the * symbol are required before saving. Details Change or add any details if needed, all fields with the * symbol are…
The Fees tab shows all Fees relevant to the Customer. Add New Fee To add new fees, use the drop-down menu to select the Service Fee Type. New Service Fee Types can be created and managed in Lookups > Service Fee Types. Select the name from the drop-down menu. Once…
To edit an existing Customer, click on the Customer Name. This will open the customer on the Details page, all text fields are editable and all fields with the * symbol are required before saving. Details Change or add any details if needed, all fields with the * symbol are…
To edit an existing Certifier, click on the Certifier Name. Edit any details needed, any text fields marked with the * symbol need to be completed. Use the Save button to save the changes or use Close to exit out of editing. Create User While editing you can click on…