Activity Feed
- Posts
- Replies
-
I found this form once, filled it in, saved the file, went back in and the form is gone. Cannot find it either under Form Search.
-
How do I add this form to file?Read through the board, no answers that work.Search the CA
-
Missed that one. Will look for it. And yes, we also do double save. Getting frustrating.
-
Review of files show it has been happening periodically since the beginning of this year. But we did not discover it until a client asked for a follow up on his...
-
Tired of being asked the same questions. Verified data, saved, go back in and it is not the same. Including client bank accounts. It is like it is getting writt...