Christa Mason
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Recent activity by Christa Mason-
Default Firm Portal user permissions
This page lists every permission the default user permission set grants in the Firm Portal, tab by tab. Use it to check what a staff member can do before their permissions have been adjusted.It is ...
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Project template fields reference
Creating projects from a template is a feature only available with Aiwyn Practice.The properties of a project template in Settings → Project Management → Project Templates. Read this before creatin...
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What an inactive client status changes in Aiwyn
What changes for a client whose status your firm has told Aiwyn to treat as inactive.BehaviorEffectStatementsThe client no longer receives Aiwyn statements.Client PortalDuring Payments Implementati...
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Client contact fields and where Aiwyn uses them
The contact fields Aiwyn reads, and what each one is used for. Field in AiwynWhere it is usedFull nameShown on the Firm Portal client contacts list; addressed in Aiwyn emails; used as Client Contac...
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Where client group is used in Aiwyn
Client Group appears in the following places in the Aiwyn Firm Portal.LocationUsePrerequisitesClientsClient Group is shown as a column and can be used to sort and filter the clients list.All firmsP...
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What client contact data controls in Aiwyn
Contact data drives the following Aiwyn behavior.BehaviorWho it affectsDetailReceives invoice emailsFirms that do not use a mail rule to route Aiwyn invoice emailsThe contact-level flag decides whe...
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Manage user permission sets and roles
Build, change and remove permission. All of the actions outline in this article are firm administrator tasks, performed in Settings → People.Before you startYou need People → Admin in your own perm...
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How email delivery works in Aiwyn
When Aiwyn sends an invoice, statement, or payment email on your firm's behalf, the Email Delivery Hub records what happened to it. Those records are useful, but they cover less than they appear to...
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Troubleshoot a failed client email
An invoice, statement, or receipt did not reach your client. This guide takes you from spotting the failure in the Email Delivery Hub to confirming the replacement arrived — and stops the same fail...
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Configure late fees
This article applies to Aiwyn Practice only. If your firm uses Aiwyn Payments with a separate practice management (PM) system, your late fees are calculated in that PM system and imported into Aiwy...