In the Next Focus Training Kelly Marshall and Shane O’Donnell will demonstrate the new Building Permit and Certificate of Satisfactory Completion that will both be going live in Production on August 17th. The training will outline how to toggle the display of a Condition of Approval on/off, how to ensure pending inspections are displayed on the permit, and that the homeowner displays properly when they are the one performing the work. This training will take place on Wednesday, August 16, 1:30 – 3 p.m. Up to 12 participants can attend this class so please send an email to [email protected] as soon as possible and let her know how many from your office plan on attending the training by Monday, August 14th.
Future training topics to watch for: Using New Workflow Emails, State Surcharge Reports, Creating Phased & Deferred Records, Fee Estimates.
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