Question asked by Pete 8 years ago
On my main dashboard page, there is a box marked "Need a good accountant?
There are two options from the dropdown, but when you choose "Yes" nothing happens to change the form that is asking you to invite an accountant to Cleabooks.
So how does this work?
Hi Pete,
I don't suppose you can paste in a screenshot of just this widget? I think it is supposed to send an email to the sales team to contact you regarding this - however when you select yes it should probably be more clear as to what it has done :)
If you like you can contact the sales team directly on 0800 862 0202 and they will be happy to help out (although I would advise doing so on Tuesday when more people are available) - alternatively, you can check out our accountant directory and contact accounts directly:
Best answerHere:
Thanks Pete. Hmm - I'll forward onto the sales team to review as I'm not really sure how that drop-down relates to the form below it, I'm just assuming it does something not visible and with no confirmation. They will update this post shortly.
Thanks
BTW, what does the tick in the yellow circle mean to the left of some entries on the accountants directory?
You must 