Frequently Asked Questions
This page contains answers to common questions handled by our support staff, along with some tips and tricks that we have found useful and presented here as questions.
Note: In these answers we will follow a few shorthand conventions for describing user-interface procedures. Key combinations will be presented like this: Ctrl+Alt+Delete, which means that you should press and hold down the Control key, the Alt key, and the Delete key at the same time. Menu selections will be presented like this: File->Open, which means that you should open the File menu, and then make the Open selection.
Tip: To save time, you may try using the Search facility to find any word or phrase on this website.
The FAQ's are divided into categories:
What is a Workgroup?
What is the difference between Staff and Users?
We prefer not to use the terms "Partner, Manager, Supervisor".
Can I define the titles of key positions used by our firm?
How do I record the status within the firm of various staff members?
Launch Pad Button Title and
should this setup procedure be performed?