Popular Articles
External Onboarding
Dear Team, I am pleased to inform you that [Insert Name] has been successfully onboarded to Gmail, Slack, FINMO, and Infin8. Gmail Username: Password: Backup Code: As it is required for all 8Twelve members, the agent will need to complete the ...
Primerica rep not populated on deal
If a rep is not populating onto a V2 deal, copy the business partner referral ID from the notes and paste it into the contactID value of the following link: ...
Client contact is not editable and deal cannot push to finmo
If you cannot edit a client contact. It could be a duplicate. The steps taken in this instance is the following: 1. Went to contacts 2. Took a screenshot of the contact so then I would be able to recapture it if needed 3. Deleted the contact 4. Went ...
User could not edit subject property
It seemed to be a cache issue the user was having, so I requested the information he was trying to input and did edited it myself then he was able to see the correct values on the subject property Ticket link: ...
Cannot upload document due to file size
If the document is too large, you will compress it in order to upload it on V1. In this case the document was 633kb for reference. Ticket link: ...