LACERTE
Steps for screen share through Lacerte.
What is Help>Smart Look?
DAILY DOUBLE! another $100 if you can tell me what we can use OTHER THAN Smart Look.
Forces updates for the Lacerte program.
What is the Lacerte Tool Hub?
Used to attach an investigation to a case.
What is INV tab?
Used to find the status of a return that has been filed
What is EFE?
This article tells us how to pull a client file
What is https://help-content-sso.app.intuit.com/content/pcg/en-US/L3OP6jL8b_US_en_US?
Requesting and Handling an Inbound Client File Request E2E (Agent Instructions)
Splits the screen so that you see forms and details.
What is View>Detail/Forms View>Detail/Forms Split View? (OR: What is the first icon above clients tab?)
Cannot verify online credentials.
What is the sign in error that comes up letting us know to use the tool hub web set up?
Case origin for "dead air" or "transfers".
What is Internal?
Used to search diagnostic codes.
What is Lacerte Diagnostics tool?
The article had "Foundever - SYKES - Sitel 290867" for this step to receive the client file.
What is STEP #3
Brings up the "find" feature in Lacerte.
What is CTRL+F?
First choice when beginning the web set up.
What is "Install Tab" on tool hub?
You put the screen share code here.
What is Case Actions>Smartlook CoBrowser>Join?
You can find answer to issues posted by other agents here.
What is Slack?
Daily Double +100 since this was only mentioned in passing before today!
This item reads "A.QW3"
What is the 2023 client file inside of Sales Force?
Where all the screen numbers are.
What is the Detail tab?
Clears the cache for log in issues.
What is the "Program Tab" in Tool Hub?
You use this tab and Workgroup to reach T2 chat.
What is Tier2Chat tab in Sales Force
Enables you to see the customer's screen.
What is screen share, intuit meet and tool hub?
The first step to bring the client file through Lacerte.
What is Client>Restore?
Brings up the box to send client file.
What is F10 or Help>Troubleshoot?
Steps to use tool hub to access smart look.
Whatis: Support option on the top right corner?
Full name, email address on file and CAN.
What are 3 items that MUST be used for verifying the caller?
Where to find articles to assist with calls.
What is Salesforce>PCG Help Panel and Google?
The client file will be in this folder, and opened by this app.
what is download and SR Open?