Unable to Close out Project in Tickler
If an error such as below occurs when trying to close out a project in Tickler, the solution is to open the project itself (NOT the Route Sheet), and delete all the notifications that are configured and save the project.
01-Nov-2023
Import Axcess Workstream Views
Commonly used or referred to as a tickler, a workstream view can be imported by following these instructions. If you'd like to create a custom view, review this CCH article. Knowledge Base Solution - How do I create a custom view in CCH Axcess Workstream? * Open Workstream Projects * In the Navigation Pane, …
15-Mar-2022
How do I view Shared Searches?
How do I view Shared Searches? Shared Searches are firmwide pre-set searches provided to staff for easy filtering. * Click on the Magnifying glass next to the search box to open Advanced Search * Click Shared Search * Click the Play button next to the search you'd like to run.
22-Jan-2024
