Need Help Contact

  • Setting up your firm's "Need Help Contact"
    • Choose your firm’s Help contact from your list of Firm Admin and Staff (Click “Lookup”) 
      • Users must have activated their license through Outlook for their name to appear.  
        • You can use a contact that has an email distribution list. 
    • Display Help Contact Photo

 

  • Click “Apply” then “Save and Close."

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