Need More Info Queue

‘Need More Info Queue’ is a tab in the user inbox that displays all the tasks from the work queue assigned to the user. The following instructions explain how to access the “Need More Info Queue’ of a user. 1. Click on the icon on the top right part of the home screen of the […]

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To-Do List

The To-Do List for each user lists the action items for the user assigned by others or the user himself. 1. To access the To-Do List, click on the icon (see Image 1) on the top bar of the Practicesuite webpage. Image 1 2. The inbox of the user opens up, as in Image 2. […]

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