Chris Horroll
Articles
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Amending A Letter
Question: How Do I Amend A Letter already on Live? Solution: Click Letters, Standard Letter. Select the letter you wish to amend. Click on Amend Template. Make changes to the letter. To delete a m...
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Configuring Calendar Sync
Question: How Do I Configure The Calendar Sync With My Diary? Solution: It is possible to synchronise Diary appointments created in Live can be synchronised out to a Microsoft Outlook calendar, or ...
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GDPR - Frequently Asked Questions
GDPR Consent - FAQ's Please note the content of this article is not legal advice. We have given answers to common questions based on what the product will allow you to do. Please consult a legal a...
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Using A Group (GDPR)
Question: How Do I Use A Group I Have Created With GDPR Preferences? Solution: Go to Person>Quick Person Group Tick the group and click Select. This will then list all of the contacts you have in ...
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Setting Up TAPI
Question:How Do I Set Up TAPI? Solution:The TAPI drivers will need installing on each of the machines you require the TAPI service on, this is something your IT will be able to assist with. NOTE: T...
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How To Set Up And Configure The Live Exporter And Questions About Uploading
This how to article gives links to the various aspects of the Live Exporter. How to set it up automatically, how to decide on settings, and many of the questions that people ask about portal set up...
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Deleting Individual Data
Go to Person> Find Person Click Archive Click Yes Then click Event> Delete Data A warning message appears to check you are happy to delete the individuals information. Once you click yes, the i...
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Setting Up A Disbursement
Go to System, Tools, Disbursement setup. Enter the Disbursement name, the category and charges. Click on Save.
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Add A New Quick Message In Live
NOTE: You will need access to System>Tools>Quick Messages in order to do this. Go to System>Tools>Quick Messages Click New. It will then ask for a Type. This could be sms quickmessage, email quick...
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Uploading More Than 25 Images to Live
NOTE: Your system may already to be configured to upload more than 25 images. This change needs to be made from the VebraLive Exporter machine From the Exporter choose the Config button Choose the ...