Frequently Asked Questions
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- How to set up single sign on with Microsoft?
- Steps to request Transcripts
- How to post XML leads?
- Why my new user have not received the Logics welcome email?
- Why do I receive blank-signature documents back from my clients?
- What are the compatible browsers and their versions for executing esign?
- How does lead distribution feature work?
- How to add a SMS number?
- How to get filters exported in excel format (.xlsx)?
- How to add an image to my email signature?
- How does Mass SMS Feature work?
- How to activate SMS Integration?
- How can I share my Logics calendar with my other calendars?
- Why my email signature is not populating automatically when I select an email template?
- How can I send an invoice to my clients?
- Is there a way to restrict user from accessing irsLogics services outside the specified IP address(es)?
- How to populate Attorney / CPA / EA information on POA and other forms?
- How can I disable email notification from being sent out when a case is updated?
- How do I delete a client who has been entered twice into the system?
- When I use Chrome to print a form the screen gets zoomed out to a point that I cannot read anything. How can I fix this?
- Is it possible for our lead provider to post lead information directly into irsLogics?
- How do I create and edit email templates?
- How do I delete a user, for example, an employee who is no longer with the company?
- What is an Offer in Compromise?
- What do I need to know before I file an Offer in Compromise for my client?
- How can I setup custom forms and letters?
- How do I add new users?
- I can see Client Contact information displayed in both profile and Interview tabs. Which screen should I use to update the information?
- Can a Settlement Officer review the file of another and update the notes (i.e. if they take a call from a client of another consultant and need to update the notes/activity that a call was received)?
- How do I delete any new case created inadvertently?