Rhonda Riha
Activity overview
Latest activity by Rhonda Riha-
Rhonda Riha commented, We have an administrator log in daily and download the documents to a shared drive (each client has their own folder), and then we use our tracking software (Financial Cents) to track if it is all ...
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Rhonda Riha commented, I just looked and that form is not recognized yet as of today. It has been almost 1 month. Is there an updated list that shows the forms that are recognized by Gather?
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Rhonda Riha commented, I agree...i foresee many phone calls/emails asking us to reopen the organizer because they didn't know what else to do since their only options are to "finish" or "continue reviewing". It would be...
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Rhonda Riha commented, I installed TTC plugin for the first time this week. I saved it to my desktop to play around with it. When I was ready to delete it, it said it was still running. Since it was a test I just let ...
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Rhonda Riha created a post, AnsweredQuarterly Estimate Reminders -
In reviewing the list of Quarterly Estimate Reminders that were going to be sent, I wanted to edit the clients Estimate reminders to be turned off. When I go to the Archived return to turn these o...