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  1. Logics
  2. General
  3. Frequently Asked Questions

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?
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