{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b7309e1cc634475bbd3e186188e19a85\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b7309e1cc634475bbd3e186188e19a85-a04b3eae18fd9719.gif","duration":131.166667,"title":"Overview of Contact Action Buttons for Tax Office Management","description":"In this video, I provide an overview of the contact action buttons found within each client record, which serve as the control panel for running our tax office. These buttons are organized by category and help us track attendance, collect documents, request signatures, and manage payments, all while preventing workflow errors. It's crucial that we use these buttons to update client statuses and trigger workflows automatically, rather than manually adjusting tags or workflows. I will walk through each category in detail so that our team knows exactly when to use each button. Please pay close attention to ensure we maintain consistency and efficiency in our processes."}