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support:account_setup
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support:account_setup [2013/05/31 13:03] seyers |
support:account_setup [2015/10/12 10:15] (current) seyers |
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| ====== Accounts ====== | ====== Accounts ====== | ||
| ===== Overview ===== | ===== Overview ===== | ||
| - | Like Pricing Templates, the Accounts section is one of the main repositories ("homes") for critical information upon which the rest of DispatchDirectTM depends. The decisions made in setting up an Account will set the initial course for how new calls for the account are processed. Accounts is the "authoritative source" for the information it conatins. Unless there is a manual over-ride, the entries in Accounts will be the basis and starting point for other processes in DispatchDirectTM. | + | Like Pricing Templates, the Accounts section is one of the main repositories ("homes") for critical information upon which the rest of DispatchDirectTM depends. The decisions made in setting up an Account will set the initial course for how new calls for the account are processed. Accounts is the "authoritative source" for the information it contains. Unless there is a manual over-ride, the entries in Accounts will be the basis and starting point for other processes in DispatchDirectTM. |
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| The three major categories of information for an Account relate to contacts/addresses, pricing (formulas, rates), and the dispatching process. The listing of all Accounts is in a window that slides out from the right side. Associated Pricing Templates are in a window that slides up from the bottom. Each of the major categories of information are described in turn after first highlighting the role of the Cash/Call-In Account in DispatchDirectTM. | The three major categories of information for an Account relate to contacts/addresses, pricing (formulas, rates), and the dispatching process. The listing of all Accounts is in a window that slides out from the right side. Associated Pricing Templates are in a window that slides up from the bottom. Each of the major categories of information are described in turn after first highlighting the role of the Cash/Call-In Account in DispatchDirectTM. | ||
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support/account_setup.1370019800.txt.gz · Last modified: 2013/05/31 13:03 by seyers
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