Join us at 2pm every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.
In this weeks Office Hours, we covered the following topics surrounding record-keeping and compliance:
The profile and timeline, and how you can track everything that happens with your client throughout your time providing advice.
The complaints register, and how Trail can help both you and your client come to a resolution.
Email Integration and the many functionalities we have with it.
Our future plans as we approach the FSLAA Legislation changes, and what we're updating and changing on Trail to help you.
If you need any help outside of Office Hours, here's how you can get in touch.