To search for a person in darwin Cloud follow these steps: Click the People menu Click search Select what person type you want to search from the drop-down list Type any part of the person's name (user may type in first or last name) Click search ...
Getting Started Send an email to AccountTECH Support stating you would like to turn on the integration AccountTECH will send you a list of your active agents with their atGUIDS and emails to send to Skyslope support so Skyslope support can fill in ...
Run this report in order to find Suppliers and People who were: paid but not set up to receive a 1099 who were paid and should receive a 1099 but have missing mailing address who were paid and should receive a 1099 but have a missing TaxID Click ...
Cause: This error indicates that either the buyer or seller is missing from the People tab of the property record. To fix: If the buyer or seller has an existing record in darwin Cloud Click Properties menu Click People submenu Click (+) plus button ...
For customers that have chosen to break up their one dash franchise into multiple darwin companies, the customer may have times when it needs to move an agent from an office in one company (Company A) to another company (Company B). These steps are ...