Differences

This shows you the differences between two versions of the page.

--- support:02_accounts:01_cash_account [2013/01/28 11:54]
jshellhaas created
+++ support:02_accounts:01_cash_account [2015/10/12 10:18] (current)
seyers
@@ Line 1: / Line 1: @@
-====== Cash Account ======
+===== Cash/Call-In Account =====
+DispatchDirectTM requires and establishes a Cash/Call-In Account.  In the absence of Account information for an incoming call, the Cash/Call-In Account will be used as the "default" for initial information and settings.  This design approach has a number of benefits, including:
+  * Helps a company get up and running quickly, while the full scope of Account information is being developed and entered
+  * Provides ready-to-use parameters/inputs for handling calls from first-time customers
+  * Expedites call taking - even if a new customer has the potential to become a key account, the call taker need not be diverted to set up Account information when the more immediate priority is handling the service request
+**Configuring the Cash/Call-In Account should be the first step in setting up Accounts, and precede the set-up of any other Accounts**.  As noted earlier, the Cash/Call-In Account, in effect, serves as the Company "default" - i.e., it provides the starting point (information and settings)  delineating how the Company will typically respond to any new business that comes in over-the-transom.  It becomes the point-of-departure for modifications necessary based on the requirements for a particular Account.
+\\
+The information entered in the Cash/Call-in account will be used to automatically populate fields in all other accounts that are created.  The purpose is to again streamline the set-up process.  Any information that is automatically populated can and should be changed to get the right information entered for the particular account.
+\\
+{{:support:cash_account.jpg|}}

RangerSST Support Center

User Tools

Site Tools

Differences

Page Tools