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Start here
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Chapter 1: Customer picker on quotes
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Chapter 2: Lease quotes and overrides
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Chapter 3: Credit approval and lease signing
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Chapter 4: Lease access and funding invoices
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Chapter 5: GreatAmerica Bank updates
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Chapter 6: Prepaid copy-based contracts
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Chapter 7: Contracts from the order and machines at delivery
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Chapter 8: Ended contracts move to your billable Bill Code
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Chapter 9: Contract invoices and card payments
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Chapter 10: Pre-install survey
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Chapter 11: Check-ins: final meters and competitive units
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Chapter 12: Field service, supplies and delivery
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Chapter 13: Commission achievements
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Chapter 14: Customers and users
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Chapter 15: Help desk rating message
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Chapter 16: Faster Analytic Dashboard
Customers and users: quiz
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1.
A coordinator types in a new customer that already exists. What happens when they save?
2.
You suspect there are look-alike customers in your data. Where do you check?
3.
An admin tries to give a portal customer a staff role. What does she find?
4.
Why keep one customer record instead of two?
5.
Possible Duplicates shows a group with a count. What is it for?