Welcome to ExecTech’s Intranet
Click the function you want to use below. Please let me know of any bugs you run into.
Note: If you add or change a record, and leave without saving it, Caspio does not warn you and your entries are not saved. However, if you complete your entries or edits, and click SAVE or just click your Enter key, your data is saved.
Find One or More Practice Owners
You can then View, Edit or Add Intro Services or Client Agreements.
Find One or More Client Agreements
You can then Add or View Payments or Clients related to a specific Client Agreement
Find One or More Clients
You can then View, Edit or Add Delivery Actions
Includes Reg Actions, Offer Responses and Prospects’ Documents