Below are links to our operating procedures step by step guides -
Client Mid-Term Reporting
New Client Upload - Sponsor
New Client Upload - Deluxe
New Client Upload - Web Link
Renewal Client Procedure
New or Updating Client Page Procedure
Weekly Tasks
A Gift from Santa - What it's about ...
A Gift from Santa - Set Up and Getting Clients Procedure
A Gift from Santa templates
A Gift from Santa Final Reporting template and Procedure