| March 2007 Improvements | CPASiteSolutions |
Revert To Default Content Option Added The new "Revert To Default Content" feature allows you to safely make all the edits you want to your site. If you make a mistake or simply want to start over, you can now quickly restore your page back to its original condition. Simply log into your Site Manager's Site Map, and click the settings button, the yellow gear icon, alongside the page you want to revert.
Clicking the new Revert Content button at the bottom of the window will revert the page to the default content that we provided for you.
For more information on using the Page Settings options, visit our SiteManager help here: http://cpasitesolutions.com/help/sitemanager.html Client Portal Pop-up Windows Removed The "Document Manager / Secure Filing Cabinet" and "Interactive Tax Organizer" applications in the client portal no longer pop up into a new window. The pop up windows were originally used to maintain the secure encrypted connection. But pop up windows caused problems for clients with "pop up blockers" on their browser. So we redesigned the security and encryption system to work without pop up windows. Now your clients will not have any trouble accessing these applications while maintaining the same high-level secure encrypted connection. Help Center Documentation Updated One of the difficulties in making so many improvements throughout the year is keeping all the online help documentation up-to-date. We recently reviewed all the documents and updated the screen shots and instructions. As always if you have trouble with anything, please feel free to call us on our toll-free support line. Recent Improvements How To Modify Your Website As always, please feel free to call or email us if you need help. Thank you, Ken Marshall Mike Kontrovitz Mike Jolin Chris Lewis Dan Worthing Kevin Montanaro Bob Rayl Kevin Leary |
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