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NZ Home
Firm Administration
Firm Administration
STAFF MANAGEMENT
Creating and editing staff profiles
Staff Access Rights
High Level Staff Access Policies
Assigning Client Manager and Partner tags
Creating and Managing Business Units
Removing staff from Connectworks
CLIENT MANAGEMENT
Adding Associated Parties to Entity Profiles (how to create a contact)
Merging Duplicate Contacts
How to Remove Duplicate Companies in your Contacts List
The Difference Between Individuals, Clients & Contacts
How to change an entity's subscription plan
GENERAL ADMINISTRATION
Monthly Merge Check for Firm Administrators
Generating reports from Connectworks
Set up status tags
Calendar Tasks
How to change an entity's subscription plan
NZ COMPANIES OFFICE INTEGRATION
Importing Companies from the NZ Companies Office
Linking to Companies Office (RealMe)
Company Summary and Address updates
Director Updates (Change and Cease)
Shareholder Updates
Annual Return Workflow (Video)
STAFF TRAINING MODULES
Document Management - The Basics (session 1)
Document Management - Client Engagement (session 2)
Document Management - Advanced Signing (session 3)