In the Office (Managing Performance & Customer Base)

User Guide: Call Back Tracking
Attached is a user guide on how to track call backs and the 2 reports that can be used to help manage and reduce call backs at your company
Tue, 13 Jan, 2015 at 3:20 PM
User Guide: Customer Merging
Reduce duplicate customers by merging duplicate accounts
Tue, 13 Jan, 2015 at 3:21 PM
User Guide: Full Access Ticket Review
Attached is the user guide so you can see ticket review full access. You must make sure the end user is assigned the "Owner" role in MO.S....
Tue, 13 Jan, 2015 at 3:21 PM
User Guide: Overriding a Misc Customer
Attached is the User Guide for changing a MISC customer to a valid customer entry in the system.
Tue, 13 Jan, 2015 at 3:21 PM
USER GUIDE: Customize Columns Using the Column Chooser Tool
Mon, 5 Jun, 2017 at 3:36 PM
Creating A Customer Service Agreement
Tue, 5 Jul, 2016 at 4:33 PM
Creating A Credit Memo
Mon, 24 Oct, 2016 at 3:24 PM