Questions and answers that cover elements across all sections of Intuit Practice Management.
By Ian and 1 other2 authors47 articles
Troubleshooting Steps and Actions
Subscription Plan Limits
What if I use More Contacts than my Plan Permits?
Troubleshooting login issues
With which email clients does the app integrate?
Using the app on a shared computer or client's office
Acknowledgements on comments
Sending system information to our support
Connecting your Exchange account
How do I find my Exchange server address?
How do I find my Server Username?
How can I test my Exchange server account information?
Can I use my webmail address as the Exchange server address?
Are you saving my password?
What versions of Exchange are supported
How do I find my Server domain name?
Do I need to be an admin to connect my Exchange email account to the app?
Do changes in my Exchange account get reflected in the app, and vice-versa?