Job Templates & General settings
Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.
Mamoroke Lehobye CA(SA)
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Mamoroke Lehobye CA(SA)
commented
Thank you Andrea for pointing out where the settings were
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Louis Evangelou
commented
Thank you to Andrea Frost for pointing out where the settings were. I was struggling for a while to find it, expecting it to be under 'Practice' as mentioned by Mamoroke
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Andrea Frost
commented
I have found the task manager! You have to go top left and click on the initials of your Firm name. Then click settings icon (gear) which will take you to the old General Settings page. It took JAX 5 attempts to get this for me.
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Andrea Frost
commented
I can't find them at all!!!