FAQs
To create an active login account for an existing user that was previously disabled.... use the following these steps: 1. Go to Admin -- Users -- Edit ...
Thu, Oct 8, 2020 at 12:02 PM
re: How to move a report from one tab to another, for example, report is now under Reports>Financial... want to move it to Reports>Custom Yo...
Thu, Oct 29, 2020 at 8:06 PM
Hello, I would like to make a request for all users to be able to have a supervisor or manger added to their profile no matter what role they are assigned....
Fri, Oct 30, 2020 at 2:47 PM
to have the user's all activities co signed by the supervisor for approval when they are created. if you need to have the user's activit...
Wed, Nov 11, 2020 at 3:07 PM
You can view a user's activity on the system by choosing the Report called System Access Log found by selecting Reports -- Other from the main menu. Thi...
Wed, Nov 11, 2020 at 3:26 PM
Only users whose accounts include the two settings highlighted in the following screenshot can view the exports.
Tue, Nov 17, 2020 at 10:43 PM
Activities dated more than 18 months ago are suppressed from the Activities screen. However, we do not delete or hide notes from the record in Exym. To see ...
Wed, Dec 16, 2020 at 10:38 PM
Billing Group is a way that you can group users together regardless of the client's they serve. Each user would need to be assigned to a single Billing...
Wed, Jun 16, 2021 at 12:25 PM
Occasionally one user on your site will need to perform in more than one capacity. For example, a user may be a clinician whose work product requires rev...
Tue, Mar 16, 2021 at 11:53 AM
There is a process for changing the user's name and login ID in the system. You can update the user's information on the Admin | Users | Edit Users...
Tue, Mar 16, 2021 at 1:36 PM