General Settings

No Surname/Last Name
Prompt: Surname does not match ATO record. Illustration: The client has no "Surname" First Name: Maria Surname: not applicable Guidance: Mak...
Mon, 4 Aug, 2025 at 12:58 PM
How to check if who are the clients assigned to a specific team member as "Assignee"?
Go to Clients and then click the dropdown to see all the team members (dropdown selection). Select the team member name (sample is AC Doe) to see all client...
Wed, 27 Aug, 2025 at 3:56 PM
Adding an Outside Collaborator
What is an Outside Collaborator? An Outside Collaborator is a special role in LodgeiT designed for external users who need access to specific clients or wo...
Tue, 30 Sep, 2025 at 2:59 PM