Teminology and Overview Playlist

What is

Terminology - Part 1

Terminology - Part 2 System Relationships

Customer Accounts Playlist

Creating a Customer Account

Creating a Request for Services

Monthly Bill Run Playlist

Pre-Bill Run Items

Unbillable Calls Report

Creating, Printing and Emailing Bills

Bill Profile Playlist

Billing Rules


Merchant Profile, Address & Printing


Messages, Orders & Layout Editor

Collections Playlist

Creating a Collection Template

Ticketing Playlist

Ticket Types

Ticket Status/Step/Priority

Ticket Users and Ticket User Groups

Ticket Provider Contact Editor

Ticket Custom Fields

Creating a Ticket

Processes Playlist

Order Process Setup Overview

Order Process Demonstration

Process Settings

Auto Order Process Setup

Commissions Playlist

Commission Overview

Product Commission Settings

Commission Plan Setup

Creating an Agent Profile

Attaching an Agent Profile to an Account

Commission Overrides and Adds

How to Run Commissions