Technical Instructions

Bekah K. avatar Evan LeBouef avatar N +3
38 articles in this collection
Written by Bekah K., Evan LeBouef, Ngan Hoang and 3 others
Troubleshooting

Preventing Data Deletion

What can I do to prevent data from being deleted by Workers?
Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "The user name and password do not match. Please try again."

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "No User account found" and "Ping returned unsuccessful" DSS errors

"No User account found" and "Ping returned unsuccessful" DSS errors
Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Cart Items reverting to previous amount after cancelling

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

ODBC Troubleshooting

ODBC connection not working? Check out some of these common (and some not-so-common) issues and resolutions!
Michal Drahorat avatar
Written by Michal Drahorat
Updated over a week ago

Clearing a Browser Cache

Bekah K. avatar
Written by Bekah K.
Updated over a week ago

ODBC Requests

A quick reference for when you're looking to submit an ODBC account creation request!
Michal Drahorat avatar
Written by Michal Drahorat
Updated over a week ago

Troubleshooting: (Error Code: 1202) appearing when requesting an Event through ClientConnect

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "Numeric format is invalid"

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: SSO user login being rejected

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Email External Communications are not sending

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "This service is being offered by another blue book entry"

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Worker not appearing when attempting to add them to a Service File

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: A user is being logged out immediately after logging in

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Payments are successful in PayPal but are not appearing in Penelope

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

User cannot see Case Services that they are not assigned to when making a Referral

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: A Worker Profile cannot be deleted

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: My client received an ‘Oops’ error when trying to submit a document through Engage

Evan LeBouef avatar
Written by Evan LeBouef
Updated over a week ago

Troubleshooting: A ‘Scheduling Conflicts and Warnings’ error appeared but I cannot find a conflict

Evan LeBouef avatar
Written by Evan LeBouef
Updated over a week ago

Troubleshooting: Service File Cannot be Closed

Evan LeBouef avatar
Written by Evan LeBouef
Updated over a week ago

Troubleshooting: Cannot remove Individual from a Case

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "Unidentified client total" DSS error

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Intake Wizard notes not saving

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: "Document Date cannot be in the future" when closing Service File

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Scores not calculating after finishing Document

Katie Smith avatar
Written by Katie Smith
Updated over a week ago

Troubleshooting: Text entered into Document not saving

Katie Smith avatar
Written by Katie Smith
Updated over a week ago