Customer Care System

First create your Company Account... Fill in the request form, selecting a unique name for your Account. 

Once created you will be emailed 2 primary passwords.

The first password is for the Manager Your Account, whereby you setup the very basic structure of your Company, such as Name, Address and Primary contact, along with system wide passwords for specific locks within the system.

The second password is for the Employee Login to a special employee name ADMIN. This password allows you to login as an Employee with FULL privileges.

STEP 1: Login into Manage Your Account check the contact information and complete the details about your company. Look over the password Setting, under the Passwords Tab.  

STEP 2: Login to the Employee Login using an Employee Name of ADMIN and the password emailed to you.

STEP 3: Add Employee;  Change to the Administration Tab | Click Employee Rights... button | enter a list of employee names | click OK | select an Employee | check the Roles and Tools that will be available to the employee. Each Employee you enter can now login to your Account using his/her full name and the password you set for them.

STEP 4: (optional)  Add Prices for each of your Products and Services. change to the Administration Tab | click Products and Services... button. Products and services can be grouped by category. Here you define the base price for your products and services along with your cost.

STEP 5: Add Customers. Change to General Tab | click Customers... button | Click New Company... button | Enter New Company Name | Click OK.

A Customer is a structured list of locations, starting with the [Main] Company Name and details, with 0 or more Divisions as children of the Company, and 0 or more Facilities as Children of the Company or as Children of the Division.

 

Reference: User Defined Tables