Account

User Assignments

• Reassigning open activities when deactivating a user - User Master File
• How to modify customers in an inquiry group
• A new user cannot see any customers or data, what is missing in the user setup?
• User assignments: Auto-Assigning Customers
• Manual Assignments

Toolbar Overview

• 📝 How to Create a View Setting to Show Historical Notes
• Using the Filter Builder
• How to send bulk or batch emails to your customers
• How to create custom views
• Adding and Hiding Columns to Grids

My Profile

• How to find historical payment trends and other information on a customer whom is no longer active?
• Using the Filter Builder
• Profile Management Integration Overview
• Manually Closing Activities
• SARA Credit Score
• Profile Management Testing

Statement of Accounts

• Activity Close Status - How an activity was closed
• How to Manage Disputed Invoices and Dispute Notes
• How to view line detail
• Disputing an Invoice and Exclude from Aging
• Added functionality to be able to enable disable the tool bar
• Customer Statement By Contact Link

See all 13 articles

Navigation Panel

• Adding Pages to Favorites
• Messages vs Task

Communications

• What are all methods to use to send emails to your customers?
• Archiving Activities to Remove from Grids
• How to setup views for open activities on Account Detail
• Updated Tagging Process Overview
• How an activity was closed - Activity Close Status

Customer Drop-Down

• Moving a Customer to a Different Credit Class
• Customer Contacts options - Customer Info drop down
• Setting Contacts as Inactive and Deleting Contacts
• Viewing Credit Reports

Account Notes

• How Follow-Up Date Time Zones Work
• What is the difference between the two "Add a Note" buttons?