Frequently Asked Questions

What jobs are included in my widgets?
Last Updated 4 years ago

Generally speaking all jobs are included in widgets. Where you see an 'i' icon in the top right corner of the widget you have a filter to choose what jobs are visible, with 'held', 'linked' and 'overall' options. The 'held' option will filter down the widget to only inlcude those jobs where you are the current holder, the 'linked' option will filter down the widget to only include those jobs where you are linked as partner, manager, preparer, current holder or a staff position you have created. Finally overall will show all results. If your system is configured to have multiple offices you will also have an office option.

Please Wait!

Please wait... it will take a second!