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    Essentials

    How to use the features that are under the Essentials menu.


    Activity Reports Creating Accounts Creating Contacts Employees Giving a Contact a Customer Portal Login Locking Out Employees Primary Contacts Related Accounts Reporting Unlocking Employees

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    Featured Help Articles

    • Changing Your Password

      How to change or update your Officetrax login password.

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      How to create and run reports in Officetrax.

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      Setting up your profile for Quotes/Invoices and Service Agent.

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