- Alerts and notices
Check out the trending topics below or search for an answer.
- WebEx Support Center for CS remote sessions
- Obtaining your CPE Certificate(s) via the My Account page
- Practice CS: Current information and alerts
- Practice CS user bulletins
- Multi-factor authentication overview
- Multi-factor authentication - common questions for setup and implementation
- Managing your license PIN
- Time & Expense Entry overview
- Video library
- Getting started
- Contact us
- Leave feedback
Internal Employees: Submit feedback using the new SharePoint request form
This portlet shows all interactions — notes, phone calls, phone messages, email messages — for the logged in staff member (Staff Dashboard) or selected client (Client Dashboard).
Click an interaction to open a dialog in which you can view all information for the interaction and make edits. Click the title bar of this portlet to open the Manage Clients screen to the Interactions tab.