Category "Desktop"

There are 194 results found

Desktop Page 2

Partner Platform 2021.1 Update

Now your agency can gain more detailed insight into agency revenue with a brand-new dashboard and can generate more client testimonials and referrals using a powerful new integration with Rocket Referrals. These features and more will be coming to your […]

RPost Integration

This QuickGuide explains how to install RPost and how the integration with Partner Platform works. Looking for an all-in-one service experience? RPost solution suite offers the most secure and certified email encryption capabilities for privacy and compliance, e-signatures, and web […]

Managing Note Types

This QuickGuide explains how to add, delete and inactivate Note Types in the Desktop Admin Settings.

Creating a Note Activity

This QuickGuide explains how to create a note activity and how to assign and change reminders for yourself and others.

Partner Platform 2020.4 Release

  The Partner Platform 2020.4 Release is the largest release yet and includes many enhancements designed to improve your efficiency and daily workflows within the system. In order to help facilitate your learning, we hosted a National Learning Event to […]

Policy Expiration Report

This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.

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