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Last Updated: 02/22/2024
in Accounts Home Add Accounts Pathway: Customer > Add Account This article captures the descriptions for the fields that display when a new account is created. If the status of the account is "Prospect," the Billing section is hidden from view. Permi...
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Last Updated: 02/22/2024
in Accounts Home Notes Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire acc...
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Last Updated: 05/03/2024
in Setup Home Setup - Other
The following article details the setup to define and limit what charge codes are added to different types of work orders. Permissions The following permissions apply: Permission ID Permission Name 24 Setup / Opera...
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Pathway: Accounting > AR Payment Batch Auto payments scheduled for future date processing are held in the AR Payment Batch tool, where they can be manually retrieved and processed on their scheduled date. Permissions The f...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
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Pathway: Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices. Make A Payment D...
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Last Updated: 11/17/2023
in Accounting Home Pathway: Accounting > Status Management The Status Management screen consists of four tabs that are primarily used to oversee and manage the status of accounts that are on, or eligible for credit hold. Permissions Permis...
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Last Updated: 01/05/2024
in Accounts Home Add Accounts Pathway: Customer > Add Account Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting 'Create Account' the system will check for duplicates. In the Add ...
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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Pathway: Accounts > Accounts Request Management The Account Request Management tool exhibits both customer-initiated and customer service-added account requests for all accounts. Upon entry, all open requests are displayed by default. To narr...