What would you like help with?

• Detailed example of how to configuring a workflow [Part 1: Stages, groups and route]
• Detailed example of how to configuring a workflow [Part 2: Target dates and deadlines]
• Allocating all payroll (etc) jobs to one person
• Handling Unincorporated clients on the main Accounts workflow

• How to automatically send an E-mail or SMS via an alert
• How to create new custom client fields
• How to allocate responsibility for stages (aka automatically change the job holder)
• Create a message template for e-mail and SMS
• How do the partner and manager client fields behave
• How to associate a contact with a client (for e-mail/SMS)
• How to change when jobs automatically create
• How to link one client to another
• Reporting based upon teams not users
• How to set the recipient(s) of an automated e-mail or SMS message

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• What is the difference between the Preparer and Holder?
• Can I re-open a completed job?
• Am I a superuser?
• Is the Companies House deadline updated when year end extended very close to the deadline?
• How does a job enter/leave the pool?
• What is the difference between a job and a task?
• Can I write off an advance time balance?
• When do e-mail / SMS messages start to send?
• Can I change the name of the manager and partner fields?
• Does Glide show the 1st year Companies House deadline? [UK only]

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• Difference between trigger, tax and manual workflow systems
• What is the job holder?
• What is a job position?
• What is a workflow route?
• Set target date calendar days
• Definition of sub-system
• Send an SMS using a template
• Definition of stage description
• Send an e-mail using a template
• Definition of workflow system

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• Creating a firewall rule for Glide access to your Digita/CCH/TaxCalc system
• Giving Glide access to your MS SQL server for CCH integration
• Introduction to Webhooks in Glide
• Giving Glide access to your MS SQL server for Digita integration
• Send data to a Slack channel using webhooks and Zapier
• What happens when I add a client in Digita?
• CCH Integration preparation checklist
• Digita connector - What is it? What does it do?
• Using the Excel import tool to supplement the initial Digita sync