When I click the icon to start a chat, I am asked to fill in several fields including a description of my issue. If no one is available to chat, then I get a message back indicating that & everything I typed on the previous screen is gone. Ple...
Notifcation when someone uploads documents to a client's general documents, similar to how you receive notifcation when a client completes forms online. Our office staff misses important documents being uploaded to client's general documents becau...