Account

Pathway:  Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...

Pathway:  Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of the ...

Pathway:  Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields  Descriptions...

Pathway:  Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account.  Permissions The following permissions a...

Pathway:  Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of accou...

Pathway:  Setup > Account > Note Type Note Type Setup is used to create the different note types that are available for selection when servicing or communicating on an account or site. Permissions The following permission...

Pathway:  Setup > Accounts > New Site Template  New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup proc...

Pathway:  Setup > Account > New  Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...

Pathway:  Setup > Account > Generator Type    The Generator Type Setup screen is used to establish classifications for the different categories of waste producers that a company serves. Permissions The following permission(s) a...

Pathway:  Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...