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20000018929
Suralink - Checking client permissions
Suralink - How to check client permissions to engagements
ISSUE: If a client ever reports not
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20000030764
Suralink - Using support chat feature
4 STEPS
1. Click the following link: Suralink
2. Click Live Support at the bottom o
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20000045003
Suralink - How to Search for a Client
ISSUE: Unable to search or find a client in Suralink. SOLUTION: Follow the steps below to search f
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20000053924
Suralink - Change Client Number and/or Department
ISSUE:
Client is missing the client number
Client(s) is(are) assigned to the wrong department
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20000053930
Suralink - How to archive a client engagement
ISSUE:
Old engagements that are no longer needed or are no longer active need to be marked as Arc
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20000111898
Suralink - How to assign a staff member to an engagement
Follow the steps below to assign a staff member to an Engagement so they can work on it.
Lo