Contact card management
Any contact card without an account number can be sent to the DMS. Use the ‘Send to DMS’ button below the contact name: The card is created in ...
Wed, 23 Apr, 2025 at 11:21 AM
If you are looking for a contact and cannot find it, you can create the contact in iziflo. Click on the icon to open the creation form. You have...
Wed, 23 Apr, 2025 at 11:15 AM
Once on the client’s file (client sent to the DMS), click on the eye icon to the right of RO History: A new page will open showing the list of wor...
Fri, 4 Jul, 2025 at 9:31 AM