General Queries
General Queries
By Huzayfah1 author23 articles
- Re-assign a task
- Run an automated report
- Email notification links since upgrade to Evo
- Make changes to a question set
- Add or delete attachments on a record
- Filter the task list as a Supervisor
- Create a Custom Task
- Changes to Client Feedback Forms
- User not able to see the Compliance Software tab
- Assign Corrective Actions
- Money laundering task setup
- Search for a specific record
- How to add or change firm practice areas
- Records have been deleted and need recovering
- Add a PII claims record
- Complete a breach remedial action
- Creating responses for custom questions
- Add a note
- Claims task setup
- Log ideas for product development
- Action an undertaking task
- Log an Undertaking
- Diversity Survey 2025