The following videos will give you a great overview of the features of the xeppo portal.
- Client Group Page Navigation (admin)
- Client Page Navigation (admin)
- Primary Contacts (admin)
- Setting Preferred Email (admin)
Rankings & Fee Categories (admin)
- Views overview
- How to build a view
- Actions Menu
- Setting ‘Default’ and ‘Favourite’ Views
- Managing your saved views
All training material labelled (admin), requires a login to the Xeppo Zendesk Portal. If you do not remember/do not have a Zendesk login, please contact Xeppo Support through firstname.lastname@example.org to gain access to the entire library of training material.
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