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Why can I not see that feature?
If you are unable to see a feature, consider these suggestions for troubleshooting: Do you have permissions to access that feature? Verify permissions are enabled to use that feature by going to Setup > Setup Workers > Setup Permissions. If you're ...
How do I find out about new features?
STX Software will send emails to alert you of new features to the same address that you received your initial invoice from. To confirm you are subscribed or have the correct email, please contact Client Services at 1-800-766-4778 or ...
Are my client form answers logged anywhere?
This feature is only available for client forms completed after July 29th, 2024. When a client completes the client form, their responses to questions, checkboxes and/or terms and conditions will be logged on the Client Card > Communications tab. The ...
Inspire v2.8.4 Release Notes
This version is due to release on Tuesday, October 25th, 2022. Additional Company Detail Required Fields Requested at Login (Enhancement) - Upon login to the browser version, a new pop up will display requesting the Legal Business Name, Business Type ...
How do I send a Client Consultation Form to a Client?
This feature will be available in the Inspire by STX v2.9 release due January 2023. Automatically Send via Notification or Reminder Go to Setup > Setup Notifications & Reminders Select the Notification or Reminder tab Insert the {{ClientForm}} merge ...