Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
How Do I Reduce the Number of Columns to Fit a Small Screen?
Sometimes the monitor being used will not display all the default columns. Perhaps the Latest Date to Submit Confirmation Statement is not showing.This is because the default presentation of the po...
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How Do I Temporarily Edit my Portfolio Layout?
During your session it can be useful to amend the layout of your portfolio, this can be to search for key information or to move the column order.The default portfolio screen settings can be be tai...
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How Do I Update the Company Admin Section?
The Company Administration area allows you to store a range of information such as their VAT or PAYE numbers.1. To add information to the Company Administration fields go to the Company tab and se...
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How Do I Update Diary Dates?
Dates for a range of events can be stored on Inform Direct, the software can then show these dates on company dashboard and your portfolio screen. The software automatically imports certain dates s...
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How Do I Change the Colour Coding of Dates?
You can tailor the time frame for when the filing due dates colour coding changes on your portfolio screen. There are default settings on your account to help with identifying filings which are due...
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How do I customise the Portfolio Screen?
You are able to personalise your portfolio screen to show the information most relevant to you. The short video below will give you some useful examplesThe portfolio screen has a default setting. ...
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How Do I Edit or Remove Custom Fields?
The custom fields on your companies can be easily edited or removed if required.Only administrators or managers with access to the accounts section can change custom fields. If you have not yet add...
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How Do I Add New Custom Fields?
You can create custom fields on Inform Direct, these can be used to store, display and report information personalised to your account. Custom fields can be created to store information which is no...
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How Do I Remove a Dissolved Company From My Portfolio?
It is simple to remove a dissolved company from your Portfolio. 1. On the Portfolio page click on the pencil icon opposite the company.2. This will offer all available shortcuts for that company.3....
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Can a company be transferred to another Portfolio?
Sometimes we are asked to 'move' a company from one Portfolio to another. This will often be the case if:A. A user did not set up a portfolio to begin with and registered say 5 different companies ...