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c) Customers Section

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    Permissions in this section activate the Customers tab and grant access to various buttons found at the top of a Customer Record along with information contained on the record (See 'Customer Record' in Onboarding: Definitions).

    Mouse over each Permissions listed on the left side of the screen and a small pop up window will display a brief description of what each item does.

    You'll see that some of the Permissions in this section have a small padlock and pencil icon. This icon indicates a field which will contain confidential information (for example: bank account numbers, credit card numbers, SSNs, etc.) By default, access to these items is turned off. To allow full access, including being able to see the entire piece of information instead of a masked version, check the 'Yes' checkbox. Checking the 'Yes' checkbox also allows the information to be edited even after it has been saved.

    Do you want your Sales Reps to have access to any of the items in this section? If not, move onto the Leads section. If yes, then use the checkboxes on the right to assign the applicable level of access (View, Create, Modify, Delete, or Yes).

    It's recommend that Sales Reps have View, Create, and possibly Modify access to the Customer tab (top check boxes), Customer Page - Contact Information, and Customer Page - Sale Information.

    However, each business is different and you'll want to decide what you want your Sales Reps to access. For example, you may not want your Sales Reps to be able to Modify anything once it's saved without contacting their Manager first.