I exited the agent screen and I want to help the client to complete the form. What to do? Estimated reading: 1 minute 233 views Agent screen can be opened again from Processes interface, for any user with agent or project manager permissions. Press “+” next to the transaction that needs help: After it press “Show Agent” button to open the transaction from the agent side: For more information about Processes window read here. I exited the agent screen and I want to help the client to complete the form. What to do? - Previous Client could not enter data into a certain field. What to do? Next - I exited the agent screen and I want to help the client to complete the form. What to do? How can I send a form to the client?
